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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carrollton | GA | 03/2022 | 04/2025 |
| Parda Credit Union | Greenwood | SC | 05/2016 | 03/2022 |
| Lander University | Greenwood | SC | 08/2015 | 12/2021 |
| Bank Of America, N.A | Carrollton | GA | 06/2022 | 04/2025 |
| Truist Investment Services, Inc | Atlanta | GA | 04/2025 | Present |
| Truist Advisory Services, Inc | Atlanta | GA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-28 |
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