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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-05 |
| FL | RA | APPROVED | 2024-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Sarasota | FL | 10/2007 | 04/2024 |
| Truist Investment Services, Inc | Sarasota | FL | 05/2024 | Present |
| Truist Advisory Services, Inc. | Sarasota | FL | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-23 |
| S65 | Uniform Investment Adviser Law Examination | 1998-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-23 |
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