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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-17 |
Branch Locations
100 Sawgrass Corners Drive, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc | Jacksonville | FL | 08/2010 | 12/2021 |
| Truist Advisory Services, Inc. | Ponte Vedra Beach | FL | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-27 |
| S66 | Uniform Combined State Law Examination | 2008-01-02 |
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