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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2019-07-09 |
| FL | RA | APPROVED | 2017-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust | Tarpon Springs | FL | 07/2011 | 06/2017 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 06/2017 | 11/2017 |
| Suntrust Advisory Services, Inc./Truist Advisory Services, Inc. | Tampa | FL | 07/2017 | Present |
| Truist Investment Services, Inc. | Tampa | FL | 11/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-10 |
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