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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2015 | 02/2018 |
| Wells Fargo Clearing Services, Llc | Savannah | GA | 05/2018 | 04/2019 |
| Bb&T Securities, Llc | Savannah | GA | 04/2019 | 02/2021 |
| Truist Investment Services, Inc. | Savannah | GA | 02/2021 | 06/2022 |
| Truist Advisory Services, Inc. | Savannah | GA | 02/2021 | 06/2022 |
| Truist Advisory Services, Inc. | Savannah | GA | 06/2022 | Present |
| Truist Investment Services, Inc. | Savannah | GA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-19 |
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