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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2016 | 09/2016 |
| Unemployed | Grayson | KY | 09/2016 | 01/2017 |
| Total Quality Logistics | Lexington | KY | 01/2017 | 08/2018 |
| Morgan Stanley | Lexington | KY | 08/2018 | 03/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | 03/2020 |
| Bb&T Securities, Llc | Lexington | KY | 03/2020 | 02/2021 |
| Truist Investment Services, Inc. | Springfield | KY | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-29 |
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