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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Longwood | FL | 02/2016 | 11/2016 |
| Bank Of America, N.A. | Longwood | FL | 02/2016 | 11/2016 |
| Suntrust Advisory Services Llc | Atlanta | GA | 11/2016 | 12/2023 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 11/2016 | 06/2018 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 05/2018 | 12/2023 |
| Unemployed | Minneola | FL | 12/2023 | 02/2024 |
| Ameriprise Financial Services, Llc | Tampa | FL | 02/2024 | 12/2024 |
| Unemployed | Minneola | FL | 12/2024 | 01/2025 |
| Truist Investment Services, Inc. | Orlando | FL | 01/2025 | 08/2026 |
| Truist Advisory Services, Inc | Orlando | FL | 01/2025 | 08/2026 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2026 | Present |
| Cetera Investment Advisers Llc | Beverly Hills | FL | 08/2026 | Present |
| Regions Bank | Beverly Hills | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-29 |
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