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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 02/2020 | 09/2020 |
| Tiaa | Charlotte | NC | 02/2020 | 09/2020 |
| Wells Fargo Bank | Charlotte | NC | 08/2015 | 01/2020 |
| Great Clips | Charlotte | NC | 03/2006 | 11/2016 |
| Jpmorgan Chase Bank | Charlotte | NC | 09/2020 | 01/2023 |
| Jpmorgan Securities Llc | Charlotte | NC | 09/2020 | 01/2023 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 01/2023 | 05/2024 |
| Wells Fargo Bank, Na | Charlotte | NC | 01/2023 | 05/2024 |
| Truist Investment Services, Inc | Charlotte | NC | 11/2024 | Present |
| Unemployed | Charlotte | NC | 05/2024 | 11/2024 |
| Truist Advisory Services, Inc | Charlotte | NC | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-08 |
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