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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Charlotte | NC | 11/2018 | 01/2020 |
| Wells Fargo Clearing Services Llc | Charlotte | NC | 01/2020 | 06/2025 |
| Combine Academy | Lincolnton | NC | 10/2015 | 03/2018 |
| N/A | Charlotte | NC | 04/2018 | 10/2018 |
| Truist Investment Services, Inc | Monroe | NC | 07/2025 | Present |
| Truist Advisory Services, Inc | Monroe | NC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-24 |
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