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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 10/2013 | 02/2022 |
| Truist Investment Services, Inc | Plano | TX | 02/2022 | 06/2026 |
| Truist Advisory Services, Inc. | Plano | TX | 04/2022 | 06/2026 |
| Truist Investmenr Services. Inc | Plano | TX | 06/2026 | Present |
| Truist Advsiory Services, Inc | Plano | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-21 |
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