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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-09 |
| RI | RA | APPROVED | 2026-02-06 |
| FL | RA | APPROVED | 2020-03-06 |
Branch Locations
481 Prosperity Lake Dr, Saint Augustine, FL 32092 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services Inc | Atlanta | GA | 07/2018 | 01/2026 |
| Truist Bank | Jacksonville | FL | 07/2018 | 01/2026 |
| Suntrust | Neptune Beach | FL | 06/2017 | 07/2018 |
| Suntrust | St. Augustine | FL | 03/2016 | 06/2017 |
| Truist Advisory Services, Inc. | Atlanta | GA | 01/2020 | 01/2026 |
| Truist Advisory Services, Inc. | Pont Vedra Beach | FL | 01/2026 | Present |
| Truist Investment Services, Inc. | Pont Vedra Beach | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-15 |
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