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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-09-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Ocala | FL | 07/2014 | Present |
| Truist Advisory Services, Inc. | Ocala | FL | 09/2016 | Present |
WELL-RUN CONCEPTS INC POSITION: Vice President NATURE: Consulting with organizations with performance and strategies to match the people with the job INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2007 ADDRESS: , Ocala FL , United States DESCRIPTION: Its my wifes business and my responsibility would be for business contiuation purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-02 |
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