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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-12-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fairfax | VA | 09/2019 | 10/2021 |
| Bank Of America, N.A. | Fairfax | VA | 09/2019 | 10/2021 |
| Citibank, N.A. | Vienna | VA | 09/2010 | 09/2019 |
| Truist Investment Services, Inc. | Fairfax | VA | 11/2021 | Present |
| Truist Advisory Services, Inc. | Fairfax | VA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-06 |
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