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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Conshohocken | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Conshohocken | PA | 11/2016 | 07/2018 |
| Bb&T Securities | King Of Prussia | PA | 07/2018 | Present |
| Suntrust Investment Services,Inc | Atlanta | GA | 09/2020 | Present |
| Suntrust Advisory Services, Inc | Atlanta | GA | 09/2020 | Present |
| Truist Investment Services, Inc. | Mclean | VA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-03 |
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