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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2018 | 09/2022 |
| University Of Georgia Veterinary Teaching Hospital | Athens | GA | 10/2016 | 05/2018 |
| University Of Georgia | Athens | GA | 01/2015 | 06/2018 |
| American Financial Advisors, Llc. | Marietta | GA | 06/2017 | 02/2018 |
| Native America Gallery | Athens | GA | 09/2016 | 10/2016 |
| Truist Advisory Services Inc. | Charlotte | NC | 09/2022 | 01/2026 |
| Truist Investment Services Inc. | Charlotte | NC | 09/2022 | 01/2026 |
| Truist Advisory Services Inc. | Charlotte | NC | 01/2026 | Present |
| Truist Investment Services Inc. | Charlotte | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-31 |
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