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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 11/2014 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2018 | 12/2019 |
| Bank Of America, N.A. | Jacksonville | FL | 03/2018 | 12/2019 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 03/2020 | 07/2022 |
| Unemployed | Unemployed | FL | 01/2020 | 02/2020 |
| Truist Advisory Services Inc. | Ponte Vedra Beach | FL | 08/2022 | Present |
| Truist Investment Services Inc. | Ponte Vedra Beach | FL | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-30 |
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