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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-29 |
Branch Locations
3540 Toringdon Way Suite 510, Charlotte, NC 28277 • United States
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 |
|---|---|---|---|---|
| Scott & Stringfellow | Charlotte | NC | 06/2012 | 02/2021 |
| Bb&T Securities, Llc | Charlotte | NC | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 02/2021 | Present |
| Raymond James & Associates, Inc. | Charlotte | NC | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-01 |
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