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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith Incorporated | Vienna | VA | 06/2009 | 05/2024 |
| Truist Investment Services, Inc | Fredericksburg | VA | 09/2025 | Present |
| Truist Advisory Services, Inc | Fredericksburg | VA | 09/2025 | Present |
| Unemployed | Bristow | VA | 06/2024 | 07/2024 |
| Sandy Spring Bank | Reston | VA | 08/2024 | 04/2025 |
| Unemployed | Bristow | VA | 05/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-07 |
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