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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-29 |
Branch Locations
13520 W Colonial Dr, Winter Garden, FL 34787 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Apopka | FL | 10/2014 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Apopka | FL | 10/2014 | 01/2019 |
| Schwab Private Client Investment Advisory, Inc. | Orlando | FL | 01/2019 | 04/2019 |
| Charles Schwab & Co., Inc. | Orlando | FL | 01/2019 | 04/2019 |
| J.P. Morgan Securities, Llc | Orlando | FL | 04/2019 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | Orlando | FL | 04/2019 | 05/2021 |
| Bb&T Corp | Orlando | FL | 08/2017 | 09/2017 |
| Unemployed | Winter Garden | FL | 05/2021 | 06/2021 |
| Truist Investment Services, Inc. | Orlando | FL | 06/2021 | 07/2025 |
| Trust Advisory Services, Inc. | Orlando | FL | 06/2021 | 07/2025 |
| Charles Schwab & Co., Inc. | Orlando | FL | 07/2025 | 01/2026 |
| Truist Investment Services, Inc. | Orlando | FL | 01/2026 | Present |
| Truist Advisory Services, Inc. | Orlando | FL | 01/2026 | Present |
| Truist Investment Services, Inc. | Winter Garden | FL | 06/2026 | Present |
| Truist Advisory Services, Inc. | Winter Garden | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-22 |
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