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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-19 |
Branch Locations
434 Fayetteville Street 4Th Floor, Raleigh, NC 27601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Capital Management | Raleigh | NC | 08/2013 | 06/2017 |
| Lincoln Investments | Raleigh | NC | 08/2013 | 06/2017 |
| Truist Investment Services, Inc | Raleigh | NC | 09/2025 | Present |
| Bb&T- Truist | Raleigh | NC | 06/2017 | 09/2025 |
| Truist Advisory Services, Inc | Raleigh | NC | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-09 |
| S66 | Uniform Combined State Law Examination | 2012-12-04 |
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