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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Bank | Charlotte | NC | 08/2013 | 04/2022 |
| Truist Bank | Charlotte | NC | 04/2022 | 03/2025 |
| Truist Investment Service | Charlotte | NC | 03/2025 | Present |
| Truist Advisory Services, Inc | Charlotte | NC | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-18 |
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