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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-04-02 |
Branch Locations
303 Peachtree St, Ne Fl 31, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 06/2010 | 03/2019 |
| Morgan Stanley Private Bank, N.A. | Atlanta | GA | 06/2010 | 03/2019 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 04/2019 | 02/2021 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 04/2019 | 02/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | 05/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 05/2022 |
| Truist Investment Services, Inc. | Atlanta | GA | 05/2022 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-12 |
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