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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-08-17 |
Branch Locations
235 Magrath Darby Blvd, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services, Inc. | Mt. Pleasant | SC | 07/2021 | Present |
| Bank Of America | Charleston | SC | 10/2009 | 06/2017 |
| Bb&T Bank / Truist Bank | Mt. Pleasant | SC | 06/2017 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-07-02 |
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