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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-11-22 |
Branch Locations
303 Peachtree Street Ne Fl 31, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Duke Univeristy | Durham | GA | 06/2018 | 08/2018 |
| Cb Southern | Atlanta | GA | 05/2019 | 07/2019 |
| Synchrony | Atlanta | GA | 04/2020 | 08/2020 |
| Emory University | Atlanta | GA | 08/2017 | 06/2021 |
| Lrp Llc | Atlanta | GA | 11/2019 | 04/2020 |
| Eastern High School | Louisville | KY | 08/2013 | 05/2017 |
| Truist Investment Services, Inc. | Atlanta | GA | 07/2021 | 06/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 09/2021 | 06/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-11 |
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