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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-11-15 |
| LA | RA | APPROVED | 2017-04-13 |
| GA | RA | APPROVED | 2016-09-01 |
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 | 10/2011 | Present |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | Present |
GEORGIA STATE GOLF FOUNDATION; NOT INVESTMENT RELATED; MARIETTA, GA; PROMOTE GOLF IN GA / AWARD SCHOLARSHIPS; BOARD MEMBER; START DATE 3/2010; 4 HRS MONTH; DUTIES: REVIEW PROCESS FOR SCHOLARSHIPS. POSITION: owner NATURE: House rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: , augusta GA DESCRIPTION: Owner of house
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-10 |
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