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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-18 |
Branch Locations
5355 Town Center Road Suite 800, Boca Raton, FL 33486 • United States
Westlake, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Palm Beach | FL | 04/2016 | 02/2021 |
| Truist Investment Services, Inc. | Palm Beach | FL | 02/2021 | 01/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 01/2022 |
| Rbc Capital Markets, Llc | Boca Raton | FL | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-18 |
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