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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-10-20 |
Branch Locations
214 N.TRyon Street 33Rd Floor, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2019 | 07/2021 |
| South State Bank | Greenville | SC | 05/2017 | 08/2017 |
| City Of Mauldin | Mauldin | SC | 05/2018 | 08/2018 |
| Unemployed | Columbia | SC | 08/2015 | 04/2017 |
| Southern Valet & Transportation | Columbia | SC | 10/2017 | 07/2019 |
| University Of South Carolina | Columbia | SC | 08/2015 | 05/2019 |
| Truist Investment Services, Inc. | Charlotte | NC | 08/2021 | 12/2022 |
| Unemployed | Charlotte | NC | 08/2017 | 10/2017 |
| Truist Advisory Services, Inc. | Charlotte | NC | 10/2021 | 12/2022 |
| Truist Advisory Services, Inc. | Charlotte | NC | 12/2022 | Present |
PARKING MANAGEMENT SERVICES OF NC POSITION: Valet Runner NATURE: Valet/Parking Services INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 09/16/2022 ADDRESS: Charlotte, NC, United States DESCRIPTION: Part time parking services for special events. Not related to any financial products or services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-28 |
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