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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Mt. Laurel | NJ | 01/2016 | 01/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 01/2017 |
| Citizens Securities, Inc. | Voorhees | NJ | 01/2017 | 05/2019 |
| Commonwealth Financial Network | Waltham | MA | 06/2019 | 07/2025 |
| Wsfs Wealth Investments | Greenville | DE | 06/2019 | 07/2025 |
| Truist Investment Services, Inc | Marlton | NJ | 07/2025 | Present |
| Truist Advisory Services, Inc | Marlton | NJ | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-06 |
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