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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-02 |
| TX | RA | APPROVED_RES | 2026-07-02 |
Branch Locations
1700 E Putnam Ave Ste 200, Old Greenwich, CT 06870 • United States
3801 Pga Blvd [Satellite], Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 04/2016 | 02/2021 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 02/2021 |
| Truist Investment Services, Inc. | Jupiter | FL | 02/2021 | 07/2026 |
| Truist Advisory Services, Inc. | Jupiter | FL | 02/2021 | 07/2026 |
| Wells Fargo Advisors Financial Network, Llc | Palm Beach Gardens | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-10-14 |
| S65 | Uniform Investment Adviser Law Examination | 1996-05-20 |
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