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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-10-19 |
Branch Locations
1500 Koger Center Blvd, North Chesterfield, VA 23235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Midlothian | VA | 12/2015 | 02/2018 |
| Suntrust Investment Services | Atlanta | GA | 12/2015 | 02/2018 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2018 |
| Suntrust Investment Services Inc | Atlanta | GA | 10/2018 | 07/2025 |
| Suntrust Bank | Midlothian | VA | 10/2018 | 07/2025 |
| Unemployed | Richmond | VA | 02/2018 | 10/2018 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 10/2018 | 07/2025 |
| Truist Investment Services, Inc | Atlanta | GA | 07/2025 | Present |
| Truist Advisory Services, Inc | Atlanta | GA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-09 |
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