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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-17 |
Branch Locations
360 Central Ave Fl 17, Saint Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | West Palm Beach | FL | 11/2009 | 06/2017 |
| Wells Fargo Advisors Llc | West Palm Beach | FL | 05/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | West Palm Beach | FL | 11/2016 | 06/2017 |
| Bb&T | St. Petersburgh | FL | 06/2017 | 01/2019 |
| Bbtis | Charlotte | NC | 06/2017 | Present |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | Present |
| Bb&T | St. Petersburg | FL | 01/2019 | Present |
| Truist Investment Services, Inc. | Saint Petersburg | FL | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-20 |
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