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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-01 |
| SC | RA | APPROVED | 2016-12-21 |
Branch Locations
235 Magrath Darby Blvd Ste 330, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Charleston | SC | 09/2010 | 10/2016 |
| Morgan Keegan & Company, Inc. | Charleston | SC | 09/2010 | 10/2016 |
| Suntrust Bank | Daniel Island | SC | 10/2016 | 01/2024 |
| Suntrust Investment Services | Atlanta | GA | 10/2016 | 01/2024 |
| Suntrust Advisory Services, Llc | Atlanta | GA | 10/2016 | 01/2024 |
| Truist Investment Services, Inc. | Mount Pleasant | SC | 01/2024 | Present |
| Truist Advisory Services, Inc. | Mount Pleasant | SC | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-11-10 |
| S66 | Uniform Combined State Law Examination | 2005-07-18 |
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