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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-05-22 |
Branch Locations
2408 Electric Rd 2Nd Floor, Roanoke, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services Inc | Atlanta | GA | 07/2005 | 05/2024 |
| Truist Advisory Services | Atlanta | GA | 09/2016 | 05/2024 |
| Equitable Advisors, Llc | New York | NY | 05/2024 | Present |
1)ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY OR FAMILY MEMBER (REVISED 10/10/2015), POA FOR HUSBAND, NOT INVESTMENT RELATED; 2) OUTSIDE INSURANCE BROKERAGE, ATHENE, MEMBERS LIFE INS CO, BRIGHTHOUSE (METLIFE), DELAWARE LIFE, EAGLE LIFE INS CO, EVERLAKE LIFE INSURANCE, FORETHOUGHT, THE STATE LIFE INS CO; 3) USING LORI.BROWN@STARCITYPW.COM TO CONDUCT EQUITABLE BUSINESS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-07 |
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