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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-05 |
| NC | RA | APPROVED | 2021-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services, Inc. | Wilmington | NC | 07/2021 | Present |
| Bb&T Bank / Truist Bank | Wilmington | NC | 06/2015 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-14 |
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