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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2021-08-11 |
| LA | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2021-04-15 |
| FL | RA | APPROVED | 2021-02-17 |
Branch Locations
4414 Sw College Rd Ste 1310, Ocala, FL 34474 • 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 |
|---|---|---|---|---|
| Bb&T Securities | Ocala | FL | 10/2015 | Present |
| Truist Investment Services, Inc. | Ocala | FL | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
CHURCH OF HOPE POSITION: Financial Board NATURE: Local Church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2024 ADDRESS: Ocala FL, United States DESCRIPTION: Reviewing the monthly financial statement. We also discuss what organizations to make donations to.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-28 |
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