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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-01 |
Branch Locations
2350 Solomons Island Road, Annapolis, MD 21401 • 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 |
|---|---|---|---|---|
| Ledo Pizza | Deale | MD | 10/2015 | 11/2016 |
| Chesapeake Yacht Club | Shady Side | MD | 06/2016 | 10/2017 |
| Bertucci'S Italian Restaurant | Annapolis | MD | 11/2016 | 04/2018 |
| Truist Bank | Annapolis | MD | 05/2018 | 09/2025 |
| Truist Investment Services, Inc | Annapolis | MD | 09/2025 | 03/2026 |
| Truist Investment Services, Inc | Annapolis | MD | 03/2026 | Present |
| Truist Advisory Services, Inc | Annapolis | MD | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-24 |
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