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900 Circle 75 Pkwy Se Suite 900, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-05-28 |
Branch Locations
900 Circle 75 Pkwy Se Suite 900, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fwi Wealth Management | Atlanta | GA | 02/2014 | 10/2017 |
| Bb&T Securities | Atlanta | GA | 10/2017 | 12/2023 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | Present |
| Truist Investment Services, Inc | Atlanta | GA | 12/2023 | Present |
| Truist Advisory Services, Inc | Atlanta | GA | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-25 |
| S66 | Uniform Combined State Law Examination | 2002-12-30 |
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