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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-10-19 |
Branch Locations
740 Battery Ave, Se Ste 8500, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Naples | FL | 04/2014 | 04/2019 |
| Suntrust Bank | Naples | FL | 04/2019 | 02/2021 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 05/2019 | 02/2021 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 05/2019 | 02/2021 |
| Truist Investment Services, Inc. | Naples | FL | 02/2021 | 10/2021 |
| Truist Advisory Services, Inc. | Naples | FL | 02/2021 | 10/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 10/2021 | Present |
| Truist Adviosry Services, Inc. | Atlanta | GA | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-26 |
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