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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-13 |
| NC | RA | APPROVED | 2016-08-17 |
Branch Locations
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 Investment Services,Inc | Atlanta | GA | 10/2010 | Present |
| Truist Advisory Services | Atlanta | GA | 08/2016 | Present |
POSITION: home purchaser NATURE: I am buying a house for the purpose of flipping it INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2016 ADDRESS: , Durham NC DESCRIPTION: Buying a house to flip it
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-11 |
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