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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Baltimore | MD | 07/2015 | 08/2020 |
| Wells Fargo Clearing Services, Llc | Baltimore | MD | 09/2019 | 08/2020 |
| Truist Investment Services, Inc. | Allentown | PA | 03/2022 | Present |
| Bank Of America | Easton | PA | 10/2020 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-17 |
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