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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-01 |
Branch Locations
214 N Tryon Street 32St Floor, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Charlotte | NC | 11/2021 | 03/2025 |
| Allied Universal | Charlotte | NC | 02/2019 | 10/2021 |
| Sun States Security | Charlotte | NC | 09/2018 | 02/2019 |
| Chick-Fil-A | Charlotte | NC | 06/2017 | 09/2018 |
| Chick-Fil-A | Belleville | IL | 06/2016 | 06/2017 |
| Unemployed | Charlotte | NC | 03/2025 | 07/2025 |
| Truist Investment Services, Inc | Charlotte | NC | 07/2025 | Present |
| Truist Advisory Services, Inc | Charlotte | NC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-15 |
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