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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Orlando | FL | 09/2014 | 07/2019 |
| Synoyus Bank | Lake Mary | FL | 07/2019 | 07/2021 |
| Fifth Third Bank | Orlando | FL | 06/2023 | 07/2025 |
| Seaside Bank & Trust | Orlando | FL | 08/2021 | 06/2023 |
| Truist Investment Services, Inc | Winter Park | FL | 03/2026 | Present |
| Unemployed | Wintersprings | FL | 08/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-16 |
| S65 | Uniform Investment Adviser Law Examination | 2026-01-02 |
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