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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-15 |
| NJ | RA | APPROVED | 2024-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 07/2012 | 11/2020 |
| M&T Bank | Paramus | NJ | 10/2020 | 12/2023 |
| M&T Securities, Inc. | Paramus | NJ | 10/2020 | 06/2021 |
| M&T Securities, Inc. | Paramus | NJ | 05/2023 | 12/2023 |
| Truist Investment Services, Inc. | Wayne | NJ | 12/2023 | 01/2026 |
| Truist Advisory Services, Inc. | Wayne | NJ | 12/2023 | 01/2026 |
| Truist Advisory Services, Inc. | Charlotte | NC | 01/2026 | Present |
| Truist Investment Services, Inc. | Charlotte | NC | 01/2026 | Present |
WIFE'S HOME BUSINESS - NOT INCORPORATED / MY WIFE HAS A NON-INVESTMENT RELATED BUSINESS SELLING COLLECTIBLES, PREDOMINANTLY ONLINE THAT I HELP OUT WITH ON AN AS-NEEDED BASIS IN MY SPARE TIME. I HOLD NO FORMAL POSITION OR TITLE. START DATE 8/6/2000.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-18 |
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