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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-01 |
| SC | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clemson University | Clemson | SC | 09/2017 | 05/2018 |
| Bb&T Bank | Greenville | SC | 07/2018 | 08/2018 |
| Greenville Drive | Greenville | SC | 06/2012 | 09/2017 |
| Bb&T Securities, Llc | Richmond | VA | 08/2018 | 02/2021 |
| Bb&T Bank | Greenville | SC | 08/2018 | 01/2019 |
| Bb&T | Greenville | SC | 01/2019 | 09/2023 |
| Truist Investment Services, Inc. | Greenville | SC | 02/2021 | 09/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 09/2023 |
| Truist Investment Services, Inc. | Greenville | SC | 09/2023 | 05/2025 |
| Truist Advisory Services, Inc. | Greenville | SC | 09/2023 | 05/2025 |
| Truist Investment Services, Inc. | Greenville | SC | 05/2025 | Present |
| Truist Advisory Services, Inc. | Greenville | SC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-11 |
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