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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 07/2020 | 02/2021 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 07/2020 | 02/2021 |
| Wake Forest University | Winston-Salem | NC | 08/2016 | 06/2020 |
| Pine Gate Renewable | Asheville | NC | 05/2019 | 08/2019 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-30 |
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