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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| PA | RA | APPROVED | 2021-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | York | PA | 11/2015 | 01/2018 |
| Bb&T Securities, Llc | York | PA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | East Prospect | PA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-04 |
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