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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-21 |
| TX | RA | APPROVED | 2022-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2013 | 05/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 02/2017 | 05/2022 |
| Truist Investment Services Inc. | Ponte Verde | FL | 06/2022 | Present |
| Truist Advisory Services Inc. | Ponte Verde | FL | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-13 |
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