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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2016-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Nashville | TN | 02/2015 | 06/2026 |
| Truist Advisory Services, Inc. | Nashville | TN | 02/2015 | 06/2026 |
| Truist Investment Services, Inc. | Nashville | TN | 06/2026 | Present |
| Truist Advisory Services. Inc. | Nashville | TN | 06/2026 | Present |
Rental Property POSITION: Owner NATURE: Potential rental of Lake Cabin in Smithville TN INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2022 ADDRESS: Smithville TN, United States DESCRIPTION: I plan to outsource the duties to a 3rd party so responsibilities should be limited to providing access to the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-17 |
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