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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Reston | VA | 04/2017 | 07/2018 |
| Truist Investment Services Inc | Atlanta | GA | 07/2018 | 11/2025 |
| Truist Bank | Ashburn | VA | 07/2018 | 11/2025 |
| Unemployed/Retired | Mclean | VA | 08/2016 | 04/2017 |
| Truist Advisory Services, Inc | Ashburn | VA | 11/2025 | Present |
| Truist Investment Services, Inc | Ashburn | VA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-08 |
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