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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-06-14 |
Branch Locations
303 Peachtree St, Ne Fl 15, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Bank | Atlanta | GA | 01/1996 | Present |
| Truist Advisory Services | Atlanta | GA | 05/2016 | 08/2025 |
| Truist Investment Services, Inc | Atlanta | GA | 08/2025 | Present |
| Truist Advisory Services, Inc | Atlanta | GA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-17 |
| S65 | Uniform Investment Adviser Law Examination | 1993-07-01 |
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