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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Macon | GA | 09/2015 | Present |
| Truist Investment Services Inc. | Savannah | GA | 09/2022 | Present |
| Truist Advisory Services Inc. | Savannah | GA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-02 |
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