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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-29 |
| NC | RA | APPROVED | 2025-04-28 |
Branch Locations
4350 Congress St Suite 400, Charlotte, NC 28209 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services, Inc | Atlanta | GA | 06/2015 | 06/2020 |
| Truist Banks, Inc Advisory Services, Inc | Atlanta | GA | 06/2020 | 04/2025 |
| Baird | Charlotte | NC | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 2016-08-13 |
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