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38 Fountain Square Plaza, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-11 |
| TX | RA | APPROVED | 2024-10-11 |
Branch Locations
380 Knollwood Street, Winston-Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Winston Salem | NC | 06/2013 | 08/2017 |
| Bb&T Bank | Raleigh | NC | 08/2017 | 07/2019 |
| Truist Bank | Raleigh | NC | 08/2019 | 11/2021 |
| Truist Advisory Services, Inc. | Winston Salem | NC | 11/2021 | 10/2024 |
| Fifth Third Wealth Advisors Llc | Charlotte | NC | 10/2024 | Present |
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