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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-01-19 |
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 |
|---|---|---|---|---|
| Mml Investor Services | Charlotte | NC | 02/2010 | 10/2017 |
| Mass Mutual Financial Group | Charlotte | NC | 02/2010 | 10/2017 |
| Pnc Bank | Charlotte | NC | 11/2017 | 12/2020 |
| Pnc Investments | Pittsburgh | PA | 11/2017 | 12/2020 |
| Suntrust Investment Services | Atlanta | GA | 01/2021 | 07/2021 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 01/2021 | 07/2021 |
| Truist Investment Services, Inc. | Charlotte | NC | 07/2021 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 07/2021 | Present |
OPERA CAROLINA POSITION: Board of Directors member NATURE: Serve 3-year term on the Board of Directors for local non-profit arts organization. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/14/2025 ADDRESS: Charlotte NC, United States DESCRIPTION: Provide guidance on development and organizational items for arts organization.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-12 |
| S65 | Uniform Investment Adviser Law Examination | 1996-01-10 |
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