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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-30 |
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 |
|---|---|---|---|---|
| Buy Buy Baby | Pineville | NC | 09/2015 | 12/2020 |
| Truist Bank | Charlotte | NC | 12/2020 | 04/2026 |
| Truist Investment Services, Inc | Huntersville | NC | 04/2026 | 08/2026 |
| Truist Advisory Services, Inc | Hunyersville | NC | 06/2026 | 08/2026 |
| Truist Investment Services, Inc. | Gastonia | NC | 08/2026 | Present |
| Truist Advisory Services, Inc. | Gastonia | NC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-20 |
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