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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thats One Spot Burgers | Ocoee | FL | 01/2014 | 12/2019 |
| Yardhouse Darden Restaurants | Orlando | FL | 01/2019 | 01/2021 |
| Dixie Cream Cafe | Windermere | FL | 01/2021 | 09/2021 |
| Truist Financial Corp | Orlando | FL | 09/2021 | 08/2025 |
| Truist Investment Services, Inc | Orlando | FL | 08/2025 | Present |
| Truist Advisoryservices, Inc. | Orlando | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-09 |
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