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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-06 |
Branch Locations
3 disclosure categories 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 |
|---|---|---|---|---|
| Suntrust Investment Services | Bal Harbour | FL | 09/2014 | 09/2018 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 09/2018 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 09/2018 | 09/2025 |
| Truist Investment Services, Inc. | Weston | FL | 09/2025 | Present |
| Truist Advisory Services, Inc. | Weston | FL | 09/2025 | Present |
TBD LLC, NOT INV RELATED, MIAMI, FL, 100% OWNERSHIP, START 6/3/2024, 20 HOURS PER MONTH, ZERO HOURS DURING TRADING, DAYCARE FACILITY OWNER. | STELLAR ACADEMY, LLC; NOT INV RELATED; MIAMI, FL; 100% OWNERSHIP; 06/2025; 20 HOURS PER MONTH; 0 DURING TRADING; HELP CHILDREN LITERACY AND EARLY CHILDHOOD EDUCATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-30 |
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