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780 5Th Avenue South Suite 200, Naples, FL 34102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtsec | Richmond | VA | 06/2018 | Present |
| Bb&T | Charlotte | NC | 06/2018 | Present |
| Shanghai University Of Fianance And Economics | Shanghai | 08/2016 | 06/2018 | |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
1. No Name, Not Investment Related, 9639 Eastridge Lane, Concord, NC, Insurance Sales, Agent, Agent, Licensed in July 2018, Zero, Zero, No Duties as hold license but do not actively sell insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-27 |
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