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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bdc Capital Management, Inc. | Glen Allen | VA | 07/2017 | 02/2022 |
| Bb&T | Glen Allen | VA | 01/2015 | 06/2017 |
| Charles Schwab & Co., Inc. | Glen Allen | VA | 10/2021 | 02/2022 |
| Raymond James Financial Services, Inc. | Glen Allen | VA | 07/2017 | 10/2021 |
| Truist Advisory Services, Inc. | Richmond | VA | 02/2022 | 08/2026 |
| Truist Advisory Services, Inc. | Richmond | VA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-02 |
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