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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-31 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 03/2013 | 04/2022 |
| Bank Of America, N.A | Orlando | FL | 04/2019 | 04/2022 |
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2022 | 08/2024 |
| Truist Investment Services, Inc. | Orlando | FL | 08/2024 | 07/2026 |
| Truist Advisory Services,Inc. | Orlando | FL | 08/2024 | 07/2026 |
| Truist Advisory Services, Inc. | Orlando | FL | 07/2026 | Present |
| Truist Investment Services, Inc. | Orlando | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-30 |
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