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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Camp Hill | PA | 02/2015 | 07/2017 |
| Pnc Investments Llc | Camp Hill | PA | 02/2015 | 07/2017 |
| Bb&T | Hershey | PA | 08/2017 | 01/2019 |
| Bbtis | Charlotte | NC | 09/2017 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Camp Hill | PA | 01/2019 | 02/2021 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 10/2020 | 02/2021 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 10/2020 | 02/2021 |
| Truist Advisory Services, Inc. | Carlisle | PA | 02/2021 | Present |
| Truist Investment Services, Inc. | Carlisle | PA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-15 |
| S65 | Uniform Investment Adviser Law Examination | 2005-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-18 |
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