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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adventhealth Waterman | Tavares | FL | 06/2016 | 02/2022 |
| Suntrust Bank | Ocoee | FL | 07/2012 | 05/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 05/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-03 |
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