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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-02 |
| FL | RA | APPROVED | 2020-03-11 |
Branch Locations
13950 S John Young Parkway, Orlando, FL 32837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Pompton Plains | NJ | 08/2010 | 04/2017 |
| Wells Fargo Advisors Llc | Pompton Plains | NJ | 03/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pompton Plains | NJ | 11/2016 | 04/2017 |
| Suntrust Bank, Inc. | Orlando | FL | 05/2017 | 04/2026 |
| Suntrust Investment Services, Inc | Atlanta | GA | 05/2017 | 04/2026 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 06/2017 | 12/2018 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 12/2019 | 04/2026 |
| Truist Investment Services, Inc. | Orlando | FL | 04/2026 | Present |
| Truist Advisory Services, Inc. | Orlando | FL | 04/2026 | Present |
6000 DENVER ST, LLC POSITION: Co-Owner NATURE: This LLC is to purchase rental property/investment property. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/16/2024 ADDRESS: Saint Cloud FL, United States DESCRIPTION: Assisting with tenant relations and finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-27 |
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