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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St Paul | MN | 07/2020 | 10/2020 |
| Securian Financial Services Inc | St Paul | MN | 07/2020 | 10/2020 |
| Virginia Asset Management | Midlothian | VA | 07/2020 | 10/2020 |
| Bb&T | Winston-Salem | NC | 08/2004 | 02/2020 |
| Unemployed | Henrico | VA | 03/2020 | 05/2020 |
| Securian Financial Services Inc | St Paul | MN | 06/2020 | 07/2020 |
| Unemployed | Richmond | VA | 10/2020 | 10/2022 |
| Southstate Bank | Richmond | VA | 10/2022 | 10/2025 |
| Lpl Financial Llc | Richmond | VA | 10/2022 | 10/2025 |
| Truist Investment Services, Inc. | Richmond | VA | 10/2025 | Present |
| Truist Advisory Services, Inc. | Richmond | VA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-16 |
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