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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Eustis | FL | 05/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Eustis | FL | 11/2016 | 04/2023 |
| Pruco Securities Llc | Orlando | FL | 09/2023 | 05/2024 |
| Unemployed | Winter Garden | FL | 04/2023 | 09/2023 |
| The Prudential Insurance Company Of America | Orlando | FL | 09/2023 | 05/2024 |
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2024 | 08/2026 |
| Charles Schwab Bank, Ssb | Orlando | FL | 06/2024 | 08/2026 |
| Truist Bank | Orlando | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-21 |
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