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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | 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 | Statesville | NC | 05/2026 | 08/2026 |
| Windham Wine Distributors | Wilmington | NC | 10/2015 | 12/2017 |
| Johnson Brothers Liquor Co | Charlotte | NC | 06/2018 | 04/2019 |
| Lowes Home Improvement | Winston Salem | NC | 04/2019 | 11/2020 |
| Old Dominion Freight Line | Greensboro | NC | 11/2020 | 09/2021 |
| Sheffield Financial | Winston Salem | NC | 09/2021 | 02/2025 |
| Light Stream | Winston Salem | NC | 02/2025 | 03/2026 |
| Truist Investment Services, Inc | Statesville | NC | 03/2026 | 08/2026 |
| University Of North Carolina | Wilmington | NC | 09/2015 | 05/2018 |
| Truist Advisory Services, Inc | Elkin | NC | 08/2026 | Present |
| Truist Investment Services, Inc | Elkin | NC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-20 |
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