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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-28 |
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 | Lorton | VA | 06/2015 | 11/2022 |
| Bank Of America, N.A. | Lorton | VA | 06/2015 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woodbridge | VA | 11/2025 | 12/2025 |
| Unemployed | Woodbridge | VA | 11/2022 | 11/2025 |
| Bank Of America, N.A. | Woodbridge | VA | 12/2025 | 12/2025 |
| Truist Investment Services, Inc | Stafford | VA | 01/2026 | Present |
| Truist Advisory Services, Inc | Stafford | VA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-06 |
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