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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 01/2022 | 08/2022 |
| Braman Bmw | West Palm Beach | FL | 12/2021 | 12/2021 |
| Unemployed | West Palm Beach | FL | 09/2021 | 12/2021 |
| Pura Vida | West Palm Beach | FL | 09/2021 | 09/2021 |
| Unemployed | West Palm Beach | FL | 04/2021 | 09/2021 |
| Whole Foods Market | West Palm Beach | FL | 11/2020 | 04/2021 |
| The Colony Hotel | Palm Beach | FL | 08/2020 | 11/2020 |
| Choice Delivery | West Palm Beach | FL | 05/2020 | 08/2020 |
| Robertson, Anschutz And Schneid | Boca Raton | FL | 02/2020 | 05/2020 |
| Starbucks | Delray Beach | FL | 07/2017 | 03/2020 |
| Self-Employed | West Palm Beach | FL | 02/2020 | 06/2020 |
| Chase Bank | Greenacres | FL | 03/2016 | 07/2017 |
| Palm Beach Community College | Lake Worth | FL | 05/2016 | 08/2019 |
| Florida Atlantic University | Boca Raton | FL | 01/2020 | 12/2021 |
| Randstad | Charlotte | NC | 08/2022 | 11/2022 |
| Wells Fargo Clearing Services | Charlotte | NC | 08/2022 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 11/2022 | 05/2023 |
| Wawa | Boynton Beach | FL | 08/2019 | 10/2019 |
| Truist Investment Services, Inc. | Charlotte | NC | 08/2024 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 07/2024 | Present |
| Truist Bank | Charlotte | NC | 05/2023 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-17 |
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