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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-05 |
Branch Locations
4300 Tbc Way Ste 100, Palm Beach Gardens, FL 33410 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | West Palm Beach | FL | 02/2017 | 05/2025 |
| Unemployed | Wellington | FL | 04/2016 | 02/2017 |
| Truist Investment Services, Inc | Jupiter | FL | 07/2025 | Present |
| Truist Advisory Services, Inc | Jupiter | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 1999-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-29 |
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