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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-06-15 |
Branch Locations
400 Park Avenue South Suite 200, Winter Park, FL 32789 • 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 |
|---|---|---|---|---|
| Truist Bank | Winter Park | FL | 04/2016 | Present |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 05/2016 | 02/2020 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-22 |
| S65 | Uniform Investment Adviser Law Examination | 1995-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-15 |
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