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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-08-07 |
| TN | RA | APPROVED | 2018-08-07 |
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 |
|---|---|---|---|---|
| Fifth Third Securities | Brentwood | TN | 11/2014 | 08/2018 |
| Truist Investment Services, Inc. | Atlanta | GA | 08/2018 | Present |
| Truist Advisory Services,Incl | Atlanta | GA | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-03 |
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