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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-12-05 |
| RI | RA | APPROVED | 2022-07-29 |
| TX | RA | APPROVED_RES | 2022-07-28 |
| FL | RA | APPROVED | 2021-02-17 |
Branch Locations
4414 Sw College Rd Ste 1310, Ocala, FL 34474 • United States
1 disclosure category 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, Inc | Atlanta | GA | 12/2012 | 02/2018 |
| Suntrust Bank | Clermont | FL | 12/2012 | 02/2018 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2018 |
| Bb&T Investments | Charlotte | NC | 02/2018 | 02/2021 |
| Bb&T Bank | Lady Lake | FL | 02/2018 | 01/2019 |
| Bb&T Securities, Llc | Richmond | VA | 02/2018 | 02/2021 |
| Truist | Lady Lake | FL | 01/2019 | Present |
| Truist Investment Services, Inc. | Ocala | FL | 02/2021 | Present |
| Truist Advisory Services, Inc. | Ocala | FL | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-19 |
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