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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Servces, Inc | Mclean | VA | 03/2025 | Present |
| Virginia Tech | Blacksburg | VA | 08/2024 | 12/2024 |
| Truist Wealth | Richmond | VA | 06/2024 | 08/2024 |
| Virginia Tech Foundation | Blacksburg | VA | 10/2021 | 04/2024 |
| Cvs Health | Christiansburg | VA | 09/2019 | 12/2021 |
| Unemployed | Christiansburg | VA | 12/2012 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-08 |
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