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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jr Ramsburg Farm | Thurmont | MD | 06/2002 | Present |
| Middletown Valley Bank | Middletown | MD | 07/2014 | 07/2018 |
| Fcb Bank, A Division Of Acnb Bank | Frederick | MD | 07/2018 | 07/2022 |
| Truist Investment Services, Inc | Frederick | MD | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2012-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-22 |
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