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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-17 |
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 06/2009 | 07/2023 |
| Truist Investment Services, Inc. | Atlanta | GA | 08/2023 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-22 |
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