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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Branch Banking And Trust Co | Louisville | KY | 08/2002 | 02/2021 |
| Bb&T Investment Services, Inc. | Charlotte | NC | 01/2004 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Winston Salem | NC | 01/2019 | 10/2019 |
| Bb&T | St Petersburg | FL | 10/2019 | 02/2021 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 12/2019 | 02/2021 |
| Suntrust Bank | Atlanta | GA | 12/2019 | 02/2021 |
| Truist Investment Services, Inc. | St. Petersburg | FL | 02/2021 | 07/2024 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 07/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 05/2025 | Present |
| Cetera Investment Advisers Llc | Tampa | FL | 05/2025 | Present |
| Regions Bank | Tampa | FL | 08/2024 | Present |
1.) REGIONS BANK, WEALTH ADVISOR, CUSTOMER SERVICE, DEPOSIT ACCOUNTS, LOANS, AND CREDIT CARD APPLICATIONS. 2.) ELDER BOARDMEMBER AT FREEDOM FAMILY CHURCH; OVERSEEING FINANCIALS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-03-26 |
| S65 | Uniform Investment Adviser Law Examination | 2001-08-29 |
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