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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-12-06 |
| TX | RA | APPROVED | 2022-12-06 |
Branch Locations
4064 Colony Road Two Morrocroft Centre, Suite 450, Charlotte, NC 28211 • United States
701 Green Valley Road Suite 301, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services,Inc. | Atlanta | GA | 05/2006 | 02/2018 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2018 |
| Morgan Stanley Smith Barney Llc | Greensboro | NC | 04/2018 | 06/2022 |
| Truist Investment Services, Inc | Greensboro | NC | 06/2022 | 11/2022 |
| Truist Advisory Services, Inc | Greensboro | NC | 06/2022 | 11/2022 |
| Janney Montgomery Scott Llc | Charlotte | NC | 12/2022 | Present |
Animal Resource Friends, Mebane, NC. Volunteer (08/2013), receive donations and distribution pet food. Not compensated, not investment related, 8 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-19 |
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