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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-12-04 |
Branch Locations
704 South College Road, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Alexandria | VA | 03/2016 | 07/2019 |
| Bb&T Securities, Llc | Manassas | VA | 01/2018 | 10/2021 |
| Bb&T Securities, Llc | Woodbridge | VA | 07/2019 | 10/2021 |
| Truist Investment Services, Inc. | Arlington | VA | 02/2021 | 10/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | 10/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2021 | 12/2022 |
| Lpl Financial Llc | Wilmington | NC | 12/2022 | 12/2023 |
| Excite Credit Union | Wilmington | NC | 12/2022 | 12/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 11/2023 | Present |
| First National Bank Of Pa | State College | PA | 11/2023 | Present |
| Cetera Investment Advisers Llc | State College | PA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-19 |
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