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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-10 |
| RI | RA | APPROVED | 2020-04-21 |
| FL | RA | APPROVED | 2019-04-23 |
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 |
|---|---|---|---|---|
| T. Rowe Price | Tampa | FL | 09/2011 | 03/2019 |
| Truist Advisory Services, Inc | St. Petersburg | FL | 03/2019 | Present |
| Truist Investment Services, Inc. | St. Petersburg | FL | 03/2019 | Present |
N/A POSITION: Homeowner NATURE: I am renting out my Wesley Chapel primary home and moving to a rental property in St. Petersburg, near my branches. Reporting OBA since I'll be collecting Rent from Tenants. Address: 27551 Desert Willow Way Wesley Chapel FL 33544 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/19/2019 ADDRESS: , wesley chapel FL , United States DESCRIPTION: Collect rent from Tenants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-26 |
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