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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 08/2011 | 09/2016 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2018 |
| M&T Securities | Sterling | VA | 03/2018 | 06/2021 |
| Lpl Financial Llc | Sterling | VA | 06/2021 | 01/2026 |
| Truist Investment Services, Inc | Springfield | VA | 01/2026 | Present |
| Truist Advisory Services, Inc | Springfield | VA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-20 |
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