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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-21 |
| FL | RA | APPROVED | 2018-01-18 |
Branch Locations
515 E Las Olas Blvd Fl 7, Fort Lauderdale, FL 33301 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fort Lauderdale | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 11/2016 | 01/2018 |
| Suntrust Investment Services | Atlanta | GA | 01/2018 | 01/2026 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 01/2018 | 01/2026 |
| Truist Investment Services, Inc. | Fort Lauderdale | FL | 01/2026 | Present |
| Truist Advisory Services, Inc. | Fort Lauderdale | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-22 |
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