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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Franklin | TN | 04/2016 | 08/2017 |
| Suntrust Bank | Brentwood | TN | 09/2017 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Franklin | TN | 01/2019 | 10/2021 |
| Bank Of America, N.A. | Franklin | TN | 01/2019 | 10/2021 |
| Fisher Investments | Tampa | FL | 12/2021 | 03/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2022 | Present |
| Truist Investment Services, Inc. | Atlanta | GA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-06 |
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