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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2021-12-09 |
| TX | RA | APPROVED_RES | 2021-04-15 |
| FL | RA | APPROVED | 2021-02-17 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 10/2009 | 08/2018 |
| Bank Of America, N.A. | Tampa | FL | 12/2009 | 08/2018 |
| Bb&T Securities, Llc | Tampa | FL | 08/2018 | Present |
| Truist Investment Services, Inc. | Tampa | FL | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
MNC VENTURES, LLC POSITION: Partner NATURE: Shell LLC to invest in real estate or private placement. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2024 ADDRESS: Sarasota FL, United States DESCRIPTION: Shell LLC to invest in real estate or private placements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-22 |
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