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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-07-02 |
| LA | RA | APPROVED | 2021-04-14 |
| TX | RA | APPROVED_RES | 2021-04-13 |
| GA | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 06/2011 | 06/2017 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 06/2017 |
| Bb&T Securities | Savannah | GA | 06/2017 | Present |
| Truist Investment Services, Inc. | Savannah | GA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Savannah | GA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-01 |
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