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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-24 |
Branch Locations
1845 Walnut St Fl 15, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 04/2005 | 03/2024 |
| Truist Investment Services, Inc | Phildelaphia | PA | 04/2024 | Present |
| Truist Advisory Services, Inc | Phildelaphia | PA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-29 |
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