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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-13 |
Branch Locations
919 E Main Street 8Th Floor, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Florida | Gainesville | FL | 08/2020 | 05/2021 |
| Bessemer Trust Company Of Florida | Miami | FL | 06/2020 | 07/2020 |
| Blackford & Associates, Llc | St. Augustine | FL | 11/2019 | 12/2019 |
| Bessemer Trust Company Of Florida | Miami | FL | 06/2019 | 08/2019 |
| Rack Room Shoes, Inc. | St. Augustine | FL | 07/2015 | 01/2018 |
| Truist Investment Services, Inc. | Atlanta | GA | 07/2021 | 06/2022 |
| Unemployed | St. Augustine | FL | 06/2021 | 06/2021 |
| University Of Florida | Gainesville | FL | 08/2017 | 05/2021 |
| Allen D. Nease High School | Ponte Vedra | FL | 08/2013 | 06/2017 |
| Truist Advisory Services, Inc. | Atlanta | GA | 09/2021 | 06/2022 |
| Truist Investment Services, Inc. | Jacksonville | FL | 06/2022 | 06/2024 |
| Truist Advisory Services, Inc. | Jacksonville | FL | 06/2022 | 06/2024 |
| Truist Advisory Services, Inc. | Richmond | VA | 01/2026 | Present |
| Truist Investment Services, Inc. | Richmond | VA | 01/2026 | Present |
| Truist | Jacksonville | FL | 07/2024 | 01/2026 |
| Tempforce Llc | Gainesville | FL | 06/2018 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-08 |
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