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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-18 |
Branch Locations
1 N High St, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Berwyn | PA | 01/2013 | 07/2017 |
| Keybank | Exton | PA | 07/2017 | 09/2022 |
| Key Investment Services Llc | Plymouth Meeting | PA | 11/2017 | 01/2019 |
| Key Investment Services Llc | Plymouth Meeting | PA | 01/2019 | 09/2022 |
| Truist Investment Services, Inc | West Chester | PA | 09/2022 | Present |
| Truist Advisory Services, Inc | West Chester | PA | 09/2022 | Present |
GRIZZLY MEALS LLC POSITION: Owner NATURE: Meal prep company INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/20/2022 ADDRESS: Spring City PA, United States DESCRIPTION: Grizzly Meals is a healthy meal prep food company. DOORDASH POSITION: Delivery Driver NATURE: Food delivery INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2025 ADDRESS: Spring City PA, United States DESCRIPTION: Picking up delivery orders of food and dropping them off at customer locations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-25 |
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