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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-13 |
Branch Locations
1001 Semmes Ave Fl 3, Richmond, VA 23224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Richmond | VA | 01/2026 | Present |
| Milligan University | Johnson City | TN | 08/2023 | 05/2025 |
| Georgia Gwinnett College | Lawrenceville | GA | 08/2022 | 05/2023 |
| Patrick Henry Community College | Martinsville | VA | 08/2020 | 05/2022 |
| Randolph-Macon College | Ashland | VA | 08/2019 | 05/2020 |
| Godwin High School | Wrightville | VA | 08/2015 | 05/2019 |
| Unemployed | Richmond | VA | 06/2025 | 12/2025 |
| Crunch Fitness | Henrico | VA | 11/2018 | 02/2019 |
| Truist Advisory Services, Inc. | Richmond | VA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-13 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-20 |
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