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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-21 |
Branch Locations
303 Peachtree Street Ne Fl 31, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Georgia | Atlanta | GA | 08/2015 | 06/2019 |
| Orchestrate Experience Llc | Atlanta | GA | 08/2019 | 04/2022 |
| Truist Bank | Atlanta | GA | 04/2022 | 10/2022 |
| Truist Investment Services, Inc | Atlanta | GA | 10/2022 | Present |
| Truist Investment Advisory Services, Inc. | Atlanta | GA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-20 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-26 |
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