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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-03-06 |
| LA | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED | 2026-03-05 |
| FL | RA | APPROVED | 2026-01-23 |
Branch Locations
4414 Sw College Rd Ste 1310, Ocala, FL 34474 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Ocala | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ocala | FL | 11/2016 | 01/2026 |
| Truist Investment Services, Inc | Ocala | FL | 01/2026 | Present |
| Truist Advisory Services, Inc. | Ocala | FL | 01/2026 | Present |
JOE'S MOTORCYCLE TRAINING POSITION: Rider Coach NATURE: MOTORCYCLE SAFELY FOUNDATION, NOT INVT RELATED, OCALA, FL, RIDER COACH, START DATE 10/1/2021, 30 HRS PER YEAR, 0 HRS DURING TRADING, TEACHING NEW RIDERS MOTORCYCLE RIDING SKILLS. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/07/2021 ADDRESS: Ocala FL, United States DESCRIPTION: I teach people how to safely ride a motorcycle, then administer an examination that leads to a motorcycle endorsement on their state driver's license.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-29 |
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