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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Folsom | PA | 01/2014 | 06/2024 |
| Wells Fargo Advisors, Llc | Folsom | PA | 12/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Folsom | PA | 11/2016 | 06/2024 |
| Truist Investment Services, Inc | Mcdonouhg | GA | 06/2024 | Present |
| Truist Advisory Services, Inc | Mcdonough | GA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-18 |
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