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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust | Sarasota | FL | 11/2016 | 03/2019 |
| Florida House Institute | Sarasota | FL | 04/2016 | 11/2016 |
| Truist Investment Services, Inc | Atlanta | GA | 03/2019 | 10/2021 |
| Freedom Boat Club | Sarasota | FL | 08/2016 | 09/2016 |
| Truist Advisory Services, Inc. | Tampa | FL | 07/2019 | Present |
| Truist Investment Services, Inc. | Tampa | FL | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-14 |
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