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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-19 |
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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 09/2008 | 01/2017 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 01/2017 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 01/2017 | 11/2024 |
| Truist Investment Services, Inc | Venice | FL | 11/2024 | Present |
| Truist Advisory Services, Inc | Venice | FL | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-29 |
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