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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Ellicott City | MD | 05/2014 | 05/2019 |
| M&T Securities, Inc | Buffalo | NY | 06/2014 | 05/2019 |
| Truist Bank | Columbia | MD | 05/2019 | 05/2021 |
| Truist Bank | Columbia | MD | 05/2021 | 10/2025 |
| Truist Investment Services, Inc | Columbia | MD | 10/2025 | Present |
| Truist Advisory Services. Inc | Columbia | MD | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-27 |
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