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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-04-05 |
Branch Locations
7220 Wisconsin Ave - 4Th Flr, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genspring Family Offices, Llc | Chevy Chase | MD | 01/2016 | 12/2017 |
| Suntrust Bank | Chevy Chase | MD | 12/2017 | 02/2021 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 03/2019 | 02/2021 |
| Truist Advisory Services, Inc. | Bethesda | MD | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-01 |
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