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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Charlotte | NC | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Zephyrhills | FL | 02/2017 | 07/2018 |
| Bank Of America, N.A. | Zephyrhills | FL | 02/2017 | 07/2018 |
| Td Ameritrade, Inc. | Lakeland | FL | 06/2018 | 12/2018 |
| Outback Steakhouse | Tampa | FL | 12/2018 | 01/2019 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 02/2019 | 03/2021 |
| Suntrust Advisory Services,Inc. | Atlanta | GA | 02/2019 | 03/2021 |
| Raymond James Financial Services, Inc | Saint Petersburg | FL | 03/2021 | 10/2022 |
| Cetera Investment Services Llc | Saint Cloud | MN | 01/2023 | 06/2026 |
| Gte Federal Credit Union | Tampa | FL | 01/2023 | 06/2026 |
| Cetera Investment Advisers Llc | Tampa | FL | 01/2023 | 06/2026 |
| Truist Investment Services, Inc. | Lutz | FL | 06/2026 | Present |
| Truist Advisory Services, Inc. | Lutz | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-19 |
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