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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-06-25 |
Branch Locations
303 Peachtree Street Ne Fl 31, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services, Inc. | Atlanta | GA | 04/2018 | 01/2021 |
| Loomis Sayles & Company | Boston | MA | 06/2015 | 04/2018 |
| Truist Advisory Services, Inc. | Atlanta | GA | 01/2021 | 10/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 10/2021 | Present |
Name: Georgia Tech Student Foundation Accel Description: Student-Alumni association that facilitates professional development for undergraduate students, with a focus on financial services. No investment/financial advice is given. The primary objective is to help undergraduate students with resumes, interview prep, networking, and other professional development activities. Address: 190 North Avenue NW, Atlanta, GA 30313 Start Date: 01/2018 Number of hours/month: 1-2 (0 during business/trading hours) My duties: As a member of the board, I help students in the program with a variety of things. I primarily act as a mentor to undergraduate students in Accel and help them prepare for a job in the financial services industry (see description for specifics).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-18 |
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