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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-04-14 |
| TX | RA | APPROVED_RES | 2021-04-13 |
| AL | RA | APPROVED | 2021-02-17 |
Branch Locations
2501 20Th Place S Ste 101, Birmingham, AL 35223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 10/2005 | 04/2019 |
| Bank Of America, Na | Birmingham | AL | 12/2009 | 04/2019 |
| Bb&T Securities | Birmingham | AL | 04/2019 | Present |
| Truist Investment Services, Inc. | Birmingham | AL | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-29 |
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