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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-28 |
| TX | RA | APPROVED_RES | 2018-04-06 |
| FL | RA | APPROVED | 2016-08-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services,Inc | Atlanta | GA | 01/2012 | Present |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | Present |
RESILIANT RETREAT POSITION: Board Member NATURE: Non-profit organization offering treatment for trauma victims INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: , Sarasota FL , United States DESCRIPTION: Board member, finance committee member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-12 |
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