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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-03-12 |
| VA | RA | APPROVED | 2022-07-06 |
Branch Locations
1445 New York Avenue Nw, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2013 | 06/2018 |
| Suntrust Investment Services, Inc | Atlanta | GA | 07/2018 | 02/2021 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 07/2018 | 02/2021 |
| Truist Investment Services, Inc | Atlanta | GA | 02/2021 | 07/2022 |
| Truist Advisory Services, Inc | Atlanta | GA | 02/2021 | Present |
| Truist Investment Services, Inc. | Atlanta | GA | 07/2022 | 09/2023 |
| Truist Investment Services, Inc | Atlanta | GA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-28 |
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