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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 09/2018 | 10/2021 |
| Outdoor Living Pool And Patio | Denton | TX | 06/2015 | 09/2018 |
| Truist Investment Services, Inc. | Pensacola | FL | 10/2021 | Present |
| Truist Advisory Services, Inc. | Pensacola | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-31 |
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