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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-09 |
Branch Locations
303 Peachtree St, Ne Fl 2, Atlanta, GA 30308 • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 10/2020 | 07/2021 |
| Citi Trends | Charlotte | NC | 09/2017 | 03/2018 |
| Family Dollar | Charlotte | NC | 05/2018 | 07/2018 |
| Full-Time Education | Charlotte | NC | 08/2018 | 04/2019 |
| Massage Envy | Charlotte | NC | 04/2019 | 07/2019 |
| Go Health | Charlotte | NC | 07/2019 | 11/2019 |
| Unemployed | Charlotte | NC | 11/2019 | 01/2020 |
| Ranstad | Charlotte | NC | 01/2020 | 10/2020 |
| Johnson C Smith University | Charlotte | NC | 08/2015 | 05/2019 |
| Fidelity Investments | Jacksonville | FL | 07/2021 | 02/2022 |
| Truist Investment Services, Inc | Atlanta | GA | 04/2022 | 01/2025 |
| Truist Investment Services, Inc. | Atlanta | GA | 01/2025 | 02/2026 |
| Truist Advisory Services, Inc | Atlanta | GA | 02/2026 | Present |
| Truist Investment Services, Inc | Atlanta | GA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-11 |
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