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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-03-24 |
Branch Locations
1445 New York Ave, Nw Fl 4, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Private Bank | Washington | DC | 11/2021 | 02/2025 |
| Bankers Life | Gaithersburg | MD | 10/2020 | 11/2021 |
| Unemployed | Tampa | FL | 06/2020 | 10/2021 |
| University Of Tampa | Tampa | FL | 08/2016 | 05/2020 |
| Truist Investment Services, Inc | Washington | DC | 02/2025 | Present |
| Truist Adviory Services, Inc | Washington | DC | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-04 |
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