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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-10-15 |
Branch Locations
2120 Langhorne Road 2Nd Floor, Lynchburg, VA 24501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bedford | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bedford | VA | 11/2016 | 08/2024 |
| Truist Investment Services, Inc | Lynchburg | VA | 10/2024 | 10/2025 |
| Truist Advisory Services, Inc | Lynchburg | VA | 10/2024 | 10/2025 |
| Truist Advisory Services, Inc | Lynchburg | VA | 10/2025 | Present |
| Truist Investment Services, Inc | Lynchburg | VA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-19 |
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