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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-02 |
Branch Locations
201 Alhambra Circle, 14Th Floor, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlantic Capital Advisor | Ft Lauderdale | FL | 03/2016 | 09/2016 |
| Principal Life Insurance Company | Coral Gables | FL | 09/2016 | 12/2017 |
| Principal Securities Inc | Coral Gables | FL | 09/2016 | 12/2017 |
| Bb&T | Miami | FL | 04/2018 | 01/2019 |
| Bbtis | Charlotte | NC | 04/2018 | 02/2021 |
| Bbtsec | Richmond | VA | 04/2018 | 02/2021 |
| Unemployed | Miami | FL | 01/2018 | 04/2018 |
| Bb&T | Miami | FL | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Miami | FL | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-13 |
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