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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Treasure Island | FL | 04/2012 | 08/2017 |
| Truist Investment Services Inc | Atlanta | GA | 01/2020 | 08/2026 |
| Truist Bank | Palm Harbor | FL | 01/2020 | 08/2026 |
| Suntrust Bank | Palm Harbor | FL | 08/2017 | 01/2020 |
| Truist Advisory Services, Inc. | Atlanta | GA | 01/2020 | 08/2026 |
| Truist Investment Services, Inc. | Tarpon Springs | FL | 08/2026 | Present |
| Truist Advisory Services, Inc. | Tarpon Springs | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 2016-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-28 |
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