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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Study Edge | Gainesville | FL | 01/2019 | 08/2019 |
| Mutual Of Omaha | Gainesville | GA | 06/2020 | 08/2020 |
| University Of Florida | Gainesville | FL | 08/2018 | 05/2022 |
| Truist | Atlanta | GA | 06/2021 | 08/2021 |
| Jesuit High School | Tampa | FL | 07/2014 | 05/2018 |
| Truist Invesment Services, Inc | Atlanta | GA | 07/2022 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 12/2022 | Present |
717 PARKING POSITION: Valet NATURE: Valet Parking INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/29/2024 ADDRESS: Tampa FL, United States DESCRIPTION: Valet Cars
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-18 |
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