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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Invesment Services Inc. | Orlando | FL | 06/2022 | 08/2026 |
| Suntrust/Truist Bank | Clermont | FL | 03/2014 | 06/2022 |
| Truist Advisory Services Inc. | Orlando | FL | 06/2022 | 08/2026 |
| Truist Advisory Services Inc. | Charlotte | NC | 08/2026 | Present |
| Truist Invesment Services Inc. | Charlotte | NC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-07 |
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