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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-12-14 |
| KY | RA | APPROVED | 2021-03-02 |
Branch Locations
200 W Vine Street Suite 200, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2014 | 01/2019 |
| Bb&T Securities, Llc. | Lexington | KY | 02/2019 | 02/2021 |
| Truist Investment Services, Inc. | Warsaw | KY | 02/2021 | 03/2025 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | 03/2025 |
| Truist Investment Services, Inc. | Lexington | KY | 03/2025 | Present |
| Truist Advisory Services, Inc. | Lexington | KY | 03/2025 | Present |
RENTAL HOME POSITION: Own the home NATURE: I am renting out my old house. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/22/2020 ADDRESS: 155 Idlewind Drive, Paris KY 40361
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-20 |
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