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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Falls Church | VA | 10/2024 | 07/2026 |
| Wells Fargo Bank, Na | Falls Church | VA | 08/2022 | 07/2026 |
| Drc Multiservice Llc | Arlington | VA | 04/2022 | 07/2022 |
| Td Bank Na | Falls Church | VA | 04/2009 | 03/2022 |
| Truist Investment Services, Inc | Oakton | VA | 07/2026 | Present |
| Truist Advisory Services, Inc | Oakton | VA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-14 |
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