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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Asset Advisory Services, Llc | Haslett | MI | 06/2014 | 03/2017 |
| Poterack Capital Advisory | Charlotte | NC | 06/2014 | 03/2017 |
| Truist Investment Services, Inc | Charlotte | NC | 01/2023 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 01/2023 | Present |
| Truist Wealth | Charlotte | NC | 04/2017 | 12/2022 |
GREYSTONE RD POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2025 ADDRESS: Charlotte NC, United States DESCRIPTION: Leasing and maintaining rental property on Greystone Rd, Charlotte, NC 28209.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 2014-06-05 |
| S65 | Uniform Investment Adviser Law Examination | 2014-06-05 |
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