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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-11-16 |
| DC | RA | APPROVED | 2016-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Atlanta | GA | 11/2015 | Present |
| Truist Bank | Washington | DC | 11/2015 | Present |
| Truist Advisory Services | Atlanta | GA | 09/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-13 |
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