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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-15 |
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Charlotte | NC | 02/2008 | 12/2017 |
| Merrill Lynch | Charlotte | NC | 08/2009 | 12/2017 |
| Bb&T Securities | Charlotte | NC | 12/2017 | Present |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
N/A POSITION: Property Owner NATURE: Short term rental property managed by a third-party rental office. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2024 ADDRESS: Murrells Inlet SC, United States DESCRIPTION: Short Term rental property in Murrell's Inlet, SC managed by a third-party rental office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-14 |
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