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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-30 |
Branch Locations
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
50 Sw 84Th Ave, Plantation, FL 33324 • United States
10077 W Oakland Park Blvd, Sunrise, FL 33351 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 08/2010 | 09/2017 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 09/2017 |
| Bbtis | Davie | FL | 10/2017 | 02/2021 |
| Bb&T Securities, Llc | Weston | FL | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Aventura | FL | 02/2021 | 03/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 03/2022 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-10 |
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