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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Atlanta | GA | 05/2013 | 11/2016 |
| Wells Fargo Bank Na | Atlanta | GA | 03/2011 | 04/2024 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 04/2024 |
| Truist Investment Services, Inc | Canton | GA | 04/2024 | Present |
| Truist Advisory Services, Inc | Canton | GA | 04/2024 | Present |
JV&JS PARTNERSHIP POSITION: Landowner NATURE: I am looking to purchase a piece of land for recreational purposes with a friend, and we will be placing the land in a partnership for protection. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: Woodstock GA, United States DESCRIPTION: Land holding
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-13 |
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