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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-10-05 |
Branch Locations
110 S Stratford Rd Fl 5, Winston-Salem, NC 27104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Street Advisors, Inc. | Chapel Hill | NC | 09/2017 | 12/2019 |
| Satchel Health | Nashville | TN | 01/2015 | 04/2017 |
| None | Nashville | TN | 05/2017 | 08/2017 |
| Franklin Street Advisors, Inc. | Chapel Hill | NC | 06/2020 | 09/2021 |
| Franklin Street Advisors, Inc. | Chapel Hill | NC | 12/2019 | 06/2020 |
| Truist Investment Services, Inc | Atlanta | GA | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-10 |
| S65 | Uniform Investment Adviser Law Examination | 2020-01-21 |
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