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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED | 2021-04-15 |
| MD | RA | APPROVED | 2021-02-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith, Inc. | Towson | MD | 04/2009 | 08/2017 |
| Bb&T Securities | Hunt Valley | MD | 08/2017 | Present |
| Truist Investment Services, Inc. | Hunt Valley | MD | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-17 |
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