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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
| VA | RA | APPROVED | 2016-09-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Suntrust Investment Services,Inc. | Altanta | GA | 09/2006 | 02/2021 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 05/2019 |
| Suntrust Investment Services, In | Richmond | VA | 05/2019 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Richmond | VA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-11 |
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