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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-05 |
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 | 01/2015 | 12/2023 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 05/2018 | 12/2023 |
| Cetera Investment Services Llc | Saint Cloud | MN | 05/2024 | 07/2024 |
| Reigons Bank | Kennesaw | GA | 05/2024 | 07/2024 |
| Cetera Investment Advisers Llc | Kennesaw | GA | 05/2024 | 07/2024 |
| Unemployed | Atlanta | GA | 01/2024 | 04/2024 |
| Truist Investment Services, Inc. | Alpharetta | GA | 07/2024 | Present |
| Truist Advisory Services, Inc | Alpharetta | GA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-12 |
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