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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-10-22 |
Branch Locations
5205 Maryland Way Ste 200, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investor Services | Springfield | MA | 01/2020 | 06/2020 |
| University Of Montevallo | Montevallo | AL | 01/2016 | 05/2019 |
| Mass Mutual /Capital Financial Group | Brentwood | TN | 08/2019 | 06/2020 |
| Suntrust Investment Services,Inc. | Atlanta | GA | 10/2020 | 02/2021 |
| Suntrust Advisory Services,Inc. | Atlanta | GA | 10/2020 | 02/2021 |
| Uber Eats | San Francisco | CA | 07/2020 | Present |
| Kings Bowl Location | Franklin | TN | 05/2017 | 07/2017 |
| Truist Investment Services, Inc. | Brentwood | TN | 02/2021 | 05/2024 |
| Truist Advisory Services, Inc. | Nashville | TN | 02/2021 | Present |
| Truist Investment Services, Inc. | Nashville | TN | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-18 |
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