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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Foley | AL | 10/2011 | 11/2016 |
| Wells Fargo Bank Na | Pensacola | FL | 01/2009 | 08/2018 |
| Wells Fargo Clearing Services, Llc | Pensacola | FL | 11/2016 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pensacola | FL | 09/2018 | 04/2019 |
| Bank Of America, N.A. | Pensacola | FL | 11/2018 | 04/2019 |
| Wells Fargo Clearing Services, Llc | Dothan | AL | 10/2019 | 05/2022 |
| Wells Fargo Bank, Na | Dothan | AL | 04/2019 | 05/2022 |
| Truist Investment Services Inc. | Panama City | FL | 10/2022 | Present |
| Truist Advisory Services Inc. | Panama City | FL | 10/2022 | Present |
| Truist Bank | Panama City | FL | 05/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-30 |
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