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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-12-09 |
Branch Locations
8200 Greensboro Drive Fl 10, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Washington | DC | 07/2025 | Present |
| Savannah Country Day School | Savannah | GA | 07/2005 | 05/2021 |
| Texas Christian University | Fort Worth | TX | 05/2021 | 05/2025 |
| Amegy Bank | Fort Worth | TX | 06/2024 | 07/2024 |
| Mamaka Smoothie Bowls | Fort Worth | TX | 09/2022 | 12/2022 |
| Hannah E. | Savannah | GA | 12/2020 | 08/2021 |
| Lake Pajamas | Savannah | GA | 12/2020 | 12/2020 |
| Truist Advisory Services, Inc. | Washington | DC | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-03 |
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