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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-01-19 |
| PA | RA | APPROVED | 2022-09-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | North Wales | NC | 05/2010 | 09/2016 |
| First Niagara Securities | Spring House | PA | 05/2010 | 09/2016 |
| Key Investment Services Llc | North Wales | PA | 09/2016 | 09/2022 |
| Truist Investment Services, Inc | West Chester | PA | 09/2022 | Present |
| Truist Advisory Services, Inc | West Chester | PA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-26 |
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