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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-09-06 |
| TX | RA | APPROVED | 2023-09-06 |
Branch Locations
5202 Maryland Way Ste 200, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Nashville | TN | 08/2016 | 04/2023 |
| Truist Investment Services, Inc. | Brentwood | TN | 06/2023 | Present |
| Truist Advisory Services, Inc. | Brentwood | TN | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-11 |
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