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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pershing Advisor Solutions Llc | Lake Mary | FL | 02/2007 | 12/2016 |
| Bb&T Investment Services, Inc. | Longwood | FL | 12/2016 | 02/2021 |
| Bb&T Securities | Richmond | VA | 02/2017 | 02/2021 |
| Bb&T Securities, Llc | Longwood | FL | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Lake Mary | FL | 02/2021 | Present |
| Truist Advisory Services, Inc. | Lake Mary | FL | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-12 |
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