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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services, Inc | Nashville | TN | 05/2026 | 08/2026 |
| Newman Sloane Group | Nashville | TN | 05/2001 | 01/2020 |
| Better Business Bureau Of Middle Tn | Nashville | TN | 01/2020 | 11/2021 |
| Unemployed | Nashville | TN | 11/2021 | 08/2022 |
| Truist Bank | Nashville | TN | 08/2022 | 07/2024 |
| Bank Ozk | Madison | TN | 07/2024 | 01/2025 |
| Truist Bank | Nashville | TN | 03/2025 | 03/2026 |
| Truist Investent Services, Inc | Nashville | TN | 03/2026 | 08/2026 |
| Truist Investment Services, Inc. | Nashville | TN | 08/2026 | Present |
| Truist Advisory Services, Inc. | Nashville | TN | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-20 |
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