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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Kernersville | NC | 08/2021 | 03/2026 |
| Wells Fargo Clearing Services, Llc | Kernersville | NC | 08/2021 | 03/2026 |
| First Horizon Bank | Kernersville | NC | 10/2014 | 08/2021 |
| Truist Investment Services, Inc. | Kernersville | NC | 04/2026 | Present |
| Truist Advisory Services, Inc. | Kernersville | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-07 |
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