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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-17 |
Branch Locations
2110 Boca Raton Dr Ste 140, Austin, TX 78747 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Austin | TX | 11/2015 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 11/2015 | 01/2018 |
| Bbtis | Austin | TX | 02/2018 | 02/2021 |
| Truist Investment Services, Inc. | Houston | TX | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
HAYS COMMUNITIES YMCA POSITION: Board Member NATURE: Non Profit organization working to expand quality of life for children, adults and families with health and wellness and programming in the greater Austin, Texas community. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2026 ADDRESS: Buda TX, United States DESCRIPTION: Be an ambassador for the YMCA. Raising awareness in the community through fund raising activities and community events. Promoting the benefits of becoming a member of the YMCA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-28 |
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