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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-14 |
| LA | RA | APPROVED | 2022-02-11 |
| WV | 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 |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 07/2011 | 01/2017 |
| Mwa Financial Services Inc. | Rock Island | IL | 02/2012 | 01/2017 |
| Bbtis | St. Albans | WV | 01/2017 | 01/2018 |
| Bb&T Securities, Llc | South Charleston | WV | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Hurricane | WV | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-16 |
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