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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-12 |
Branch Locations
8851 Conroy-Windermere Rd Fl 1, Orlando, FL 32835 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Orlando | FL | 07/2012 | 01/2019 |
| Suntrust Investment Services, Inc | Atlanta | GA | 07/2012 | 01/2019 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 01/2019 |
| Regions Bank | Orlando | FL | 01/2019 | 06/2019 |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2019 | 06/2019 |
| Cetera Investment Advisers Llc | Orlando | FL | 02/2019 | 03/2022 |
| Truist Advisory Services Inc. | Orlando | FL | 06/2022 | Present |
| Truist Investment Services Inc. | Orlando | FL | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-16 |
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