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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-10-07 |
Branch Locations
150 South Warner Road, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mycio Wealth Partners, Llc | Philadelphia | PA | 10/2015 | 09/2021 |
| Truist Advisory Services, Inc. | King Of Prussia | PA | 09/2021 | Present |
RENTAL PROPERTY POSITION: Capital Partner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2025 ADDRESS: Lafeyette Hill PA, United States DESCRIPTION: Landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-13 |
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