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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Casselberry | FL | 05/2010 | 06/2019 |
| Chase Investment Services Corp | Casselberry | FL | 05/2010 | 06/2019 |
| Pnc Capital Markets, Llc | Orlando | FL | 09/2020 | 10/2022 |
| Pnc Bank N.A. | Orlando | FL | 06/2019 | 09/2020 |
| Truist Investment Services, Inc. | Orlando | FL | 10/2022 | Present |
| Truist Advisory Services, Inc. | Orlando | FL | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-23 |
| S65 | Uniform Investment Adviser Law Examination | 2007-12-21 |
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