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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-01-03 |
Branch Locations
1445 New York Ave, Nw Fl 4, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 02/2014 | 08/2017 |
| Pnc Bank | Pittsburh | PA | 02/2014 | 08/2017 |
| Bb&T | Gaithersburg | MD | 08/2017 | 01/2019 |
| Bbtis | Charlotte | NC | 08/2017 | 12/2019 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 12/2019 |
| Bb&T | Gaithersburg | VA | 01/2019 | 12/2019 |
| Cetera Investment Advisers Llc | Bethesda | MD | 07/2020 | 12/2021 |
| Cetera Investment Services Llc | St.CLoud | MN | 07/2020 | 12/2021 |
| First National Bank Of Pa | Bethesda | MD | 01/2020 | 12/2021 |
| Mortgage Right | Rockville | MD | 03/2022 | 07/2022 |
| Citigroup | Washington | DC | 07/2022 | 10/2024 |
| Truist Investment Services, Inc | Washington | DC | 10/2024 | Present |
| Truist Advisory Services, Inc. | Washington | DC | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-09 |
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