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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-17 |
Branch Locations
10 Franklin Rd, Se Fl 2& 5, Roanoke, VA 24011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Salem | VA | 09/2005 | 04/2020 |
| Chickfila | Salem | VA | 02/2019 | 10/2023 |
| Truist Bank | Salem | VA | 10/2023 | 06/2025 |
| Truist Investment Services, Inc | Salem | VA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-18 |
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