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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-18 |
Branch Locations
214 North Tryon Street 33Rd Floor, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services, Inc | Charlotte | NC | 06/2022 | 12/2023 |
| Gess Intl / Cyclum Renewables | Hunterville | NC | 02/2022 | 06/2022 |
| N/A | St.LOuis | MO | 01/2019 | 02/2022 |
| Wells Fargo | St. Louis | MO | 05/2008 | 01/2019 |
| Truist Advisory Services, Inc | Charlotte | NC | 11/2024 | Present |
| N/A | Huntersville | NC | 12/2023 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-31 |
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