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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-08-08 |
| MD | RA | APPROVED | 2023-01-12 |
Branch Locations
3876 International Dr, Silver Spring, MD 20906 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Bethesda | MD | 09/2006 | 12/2022 |
| Wells Fargo Advisors Llc | Wheaton | MD | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wheaton | MD | 11/2016 | 12/2022 |
| Truist Advisory Services Inc, | Silver Spring | MD | 01/2023 | Present |
| Truist Investment Services Inc. | Premier Banker | MD | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-26 |
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