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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Orlando | FL | 08/2005 | 02/2021 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 11/2013 | 02/2017 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2017 |
| Truist Investment Services, Inc. | Orlando | FL | 02/2021 | 03/2023 |
| Truist Advisory Services, Inc. | Orlando | FL | 02/2021 | 03/2023 |
| Truist Investment Services, Inc. | Orlando | FL | 03/2023 | Present |
| Truist Advisory Services, Inc. | Orlando | FL | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-09 |
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