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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-15 |
Branch Locations
303 Peachtree Street 2Nd Floor, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Invesment Services, Inc | Atlanta | GA | 08/2024 | 03/2026 |
| Spoton | San Francisco | CA | 06/2022 | 04/2024 |
| Unemployed | Marietta | GA | 04/2024 | 08/2024 |
| Disys/Wells Fargo | St Louis | MO | 02/2020 | 02/2022 |
| Unemployed | Atlanta | GA | 02/2022 | 06/2022 |
| Jpmorgan Chase | Milwaukee | WI | 03/2014 | 09/2019 |
| Unemployed | St Louis | MO | 09/2019 | 02/2020 |
| Truist Invesment Services, Inc | Atlanta | GA | 03/2026 | Present |
| Truist Advisory Services, Inc | Atlanta | GA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-13 |
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