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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-06 |
| FL | RA | APPROVED | 2017-01-23 |
Branch Locations
2525 North Forest Ridge Boulevard Suite Pb, Hernando, FL 34442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc | Hernando | FL | 06/2013 | 08/2025 |
| Truist Advisory Servies, Inc | Hernando | FL | 09/2016 | 08/2025 |
| Truist Investment Services, Inc. | Hernando | FL | 08/2025 | Present |
| Truist Advisory Services, Inc. | Hernando | FL | 08/2025 | Present |
JARED PROPERTY GROUP LLC POSITION: Member NATURE: Ownership of the property where my husband's Veterinary practice is located. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2022 ADDRESS: Crystal River FL, United States DESCRIPTION: Providing support in the building management and maintenance. MEADOWCREST ANIMAL HOSPITAL LLC POSITION: Signer NATURE: The business is a small animal hospital. My Husband will be the owner and providing the veterinary care. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2024 ADDRESS: Crystal River FL, United States DESCRIPTION: Helping sign checks and pay bills as needed for the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-08 |
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