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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-18 |
Branch Locations
902 Prices Fork Rd Ste 110, Blacksburg, VA 24060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston | SC | 04/2007 | 12/2021 |
| Raymond James Financial Services, Inc. | Roanoke | VA | 02/2023 | 06/2023 |
| Atlantic Union Wealth Management/Au Financial Consultants, Llc | Roanoke | VA | 02/2023 | 06/2023 |
| Atlantic Union Bank | Roanoke | VA | 02/2023 | 06/2023 |
| Black Knight Financial | Jacksonville | FL | 01/2022 | 02/2023 |
| Raymond James Financial Services Advisors, Inc. | Roanoke | VA | 03/2023 | 06/2023 |
| Taylor Financial Group, Inc. | Roanoke | VA | 06/2023 | 01/2025 |
| Truist Investment Services, Inc | Covington | VA | 03/2025 | Present |
| Truist Advisory Services, Inc | Covington | VA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-25 |
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