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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-25 |
Branch Locations
400 Park Ave S Ste 200, Winter Park, FL 32789 • United States
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 |
|---|---|---|---|---|
| Campus Crusade | Orlando | FL | 09/2010 | 09/2019 |
| Nike | Orlando | FL | 11/2016 | 11/2017 |
| Timothy Partners | Maitland | FL | 09/2019 | 10/2024 |
| Truist Investment Services, Inc. | Winter Park | FL | 10/2024 | 03/2026 |
| Truist Investment Services, Inc. | Winter Park | FL | 03/2026 | Present |
| Truist Advisory Services, Inc. | Winter Park | FL | 02/2025 | 03/2026 |
| Truist Advisory Services, Inc. | Winter Park | FL | 03/2026 | Present |
ELEVATE ORLANDO POSITION: Board Member NATURE: Elevate Orlando is a teacher mentor program that has a presence within inner city public schools to provide opportunities and mentorship to students who otherwise would not have access. They host activities and work alongside local public schools to provide resources to help young men and women graduate, get placed in college etc. Through this program students can qualify for scholarships, grants etc. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2026 ADDRESS: Orlando FL, United States DESCRIPTION: General Expectations is for active support from all of it members. ELEVATE Orlando's (EO) mission, vision, purposes, policies, programs and goals while understanding its strengths and needs. Safeguard the long-term health and values of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-18 |
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