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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-22 |
Branch Locations
1 Lafayette Pl, Hilton Head Islands, SC 29926 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank Na | Hilton Head Island | SC | 01/2016 | 04/2021 |
| Td Private Client Wealth Llc | Hilton Head Island | SC | 05/2021 | 12/2025 |
| Td Bank N.A. | Hilton Head Island | SC | 05/2021 | 12/2025 |
| Truist Investment Services, Inc. | Hilton Head Island | SC | 12/2025 | Present |
| Truist Advisory Services, Inc. | Hilton Head Island | SC | 12/2025 | Present |
BRANDON STEVENS POSITION: Owner NATURE: Long Term Investment Real Estate Rental Property ownership. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2015 ADDRESS: Hilton Head Island SC, United States DESCRIPTION: Sole proprietor and owner of a single long term residential rental property, overseeing limited administrative responsibilities and maintenance pertaining to this property.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-07 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-18 |
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