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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-12 |
Branch Locations
3300 Cumberland Blvd Se, Atlanta, GA 30339 • United States
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank, Inc. | Alpharetta | GA | 02/2015 | 01/2017 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 02/2015 | 01/2017 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 01/2017 |
| Truist Investment Services Inc | Atlanta | GA | 01/2019 | 11/2023 |
| Suntrust Bank | Woodstock | GA | 01/2019 | 02/2021 |
| Suntrust Bank | Marietta | GA | 01/2017 | 01/2019 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2020 | 11/2023 |
| First Citizens Investor Services | Raleigh | NC | 12/2023 | Present |
| First Citizens Bank | Atlanta | GA | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-23 |
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