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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 02/2015 | 03/2019 |
| Truist Advisory Services, Inc. | Venice | FL | 08/2016 | Present |
| Suntrust Investment Services,Inc. | Atlanta | GA | 03/2019 | 02/2021 |
| Bb&T Securities, Llc. | Richmond | VA | 12/2019 | 02/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | 04/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 04/2021 | 03/2026 |
| Truist Investment Services, Inc.. | Venice | FL | 03/2026 | Present |
RENTAL POSITION: n/a NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: Cocoa Beach FL, United States DESCRIPTION: Property owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-20 |
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