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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-18 |
Branch Locations
214 N Tryon Street 33Rd Floor, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc | Charlotte | NC | 05/2026 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Charlotte | NC | 09/2024 | 05/2026 |
| J.P. Morgan Securities Llc | Charlotte | NC | 09/2024 | 05/2026 |
| Deutsche Bank | Stuttgart | 01/2013 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-30 |
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