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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-17 |
Branch Locations
4414 Sw College Rd Ste 1310, Ocala, FL 34474 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Ocala | FL | 11/2015 | 02/2021 |
| Truist Investment Services, Inc. | Ocala | FL | 02/2021 | 03/2025 |
| Truist Advisory Services, Inc. | Ocala | FL | 02/2021 | Present |
| Truist Investment Services, Inc. | Ocala | FL | 03/2025 | Present |
YOGA TEACHER POSITION: Yoga Teacher NATURE: Starting 02/01/2020, I will be teaching yoga classes at various locations in my area. Also, I will occasionally be partnering with local businesses, to volunteer and offer yoga classes for various fundraising events for charities (humane society of Marion county, Interfaith, Etc.). INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: 5553 SE 42nd Ave, Ocala FL 34480
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-12 |
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