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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-03-21 |
Branch Locations
1001 Semmes Ave Fl 3, Richmond, VA 23224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Bank | Richmond | VA | 05/2016 | 11/2019 |
| First Citizens Investor Services | Raleigh | NC | 02/2018 | 11/2019 |
| Bb&T Securities | Richmond | VA | 12/2019 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 11/2023 |
| Truist Advisory Services, Inc. | Richmond | VA | 02/2021 | Present |
| Truist Investment Services, Inc. | Richmond | VA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-09 |
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