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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 05/2017 | 01/2026 |
| Bank Of America, N.A. | Westlake Village | CA | 05/2017 | 01/2026 |
| Sarvodaya Finance | Colombo 08 | 05/2016 | 03/2017 | |
| Truist Investment Services, Inc | Sterling | VA | 01/2026 | Present |
| Truist Advisory Services, Inc | Sterling | VA | 01/2026 | Present |
| Merrill Lynch,Pierce Fenner & Smith Incorporated | Dulles | VA | 02/2021 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-17 |
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