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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
3318 W Friendly Ave Fl 3, Greensboro, NC 27410 • United States
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 |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Greensboro | NC | 07/2012 | 02/2018 |
| Thrivent Financial For Lutherans | Appleton | WI | 09/2012 | 02/2018 |
| Bbtis | Greensboro | NC | 02/2018 | 02/2021 |
| Truist Investment Services, Inc. | Greensboro | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
RENEWAL COMISSIONS FROM PREVIOUS MEDICARE ADVANTAGE SALES POSITION: Agent NATURE: Medicare Advantage Insurance (Part C). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2018 ADDRESS: Greensboro NC, United States DESCRIPTION: Renewals from Previous Medicare Advantage Sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-14 |
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