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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | San Francisco | CA | 12/2014 | 01/2024 |
| Unemployed | Orlando | FL | 02/2024 | 09/2024 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 10/2024 | 05/2025 |
| Wells Fargo Bank, Na | Orlando | FL | 10/2024 | 05/2025 |
| Truist Investment Services, Inc. | Orlando | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-17 |
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