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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-01 |
| PA | RA | APPROVED | 2023-05-19 |
Branch Locations
1856 S Collegeville Rd, Colegeville, PA 19426 • 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 |
|---|---|---|---|---|
| Cco Investment Services Corp | Norristown | PA | 10/2008 | 05/2023 |
| Truist Investment Services, Inc | Collegeville | PA | 05/2023 | 01/2025 |
| Truist Advisory Services, Inc | Collegeville | PA | 05/2023 | Present |
| Truist Investment Services, Inc | Collegeville | PA | 01/2025 | Present |
ST. JOSEPH'S UNIVERSITY POSITION: Part Time Assistant Tennis Coach NATURE: Part Time Assistant Tennis Coach responsible for assisting head coach and assistant coach with occasional participation at practice and team matches. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: Philadelphia PA, United States DESCRIPTION: Occasional attendance at practices and team matches to assist Head Coach and Assistant Coach with coaching duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-06 |
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