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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-04 |
| LA | RA | APPROVED | 2022-12-05 |
| NJ | RA | APPROVED | 2022-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Charlotte | NC | 05/2010 | 09/2016 |
| First Niagara Securities | Spring House | PA | 05/2010 | 09/2016 |
| Key Investment Services Llc | Maple Glen | PA | 09/2016 | 09/2022 |
| Truist Investment Services, Inc | Cinnaminson | NJ | 09/2022 | Present |
| Truist Advisory Services, Inc | Cinnaminson | NJ | 09/2022 | Present |
Dent-Cylc Enterprises, Inc/The Learning Experience, not investment-related, 910 Route 73, South Marlton, NJ 08053, child care/child development, owner/partner, start date 6/1/14, 0 hours per month, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-19 |
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