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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | VA | 04/2016 | 05/2017 |
| Bank Of America, N.A. | Richmond | VA | 09/2016 | 05/2017 |
| Suntrust Investment Services, Inc | Atlanta | GA | 05/2017 | 10/2019 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 05/2017 | 01/2026 |
| Suntrust Investment Services, Inc | Atlanta | GA | 10/2019 | 01/2026 |
| Truist Investment Services, Inc. | Richmond | VA | 01/2026 | Present |
| Truist Advisory Services, Inc. | Richmond | VA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-19 |
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