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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 01/2023 | 09/2023 |
| Tiaa | Charlotte | NC | 01/2023 | 09/2023 |
| Capital City Gymnastics | Columbia | SC | 07/2016 | 01/2023 |
| Amazon | Columbia | SC | 05/2020 | 06/2020 |
| Darla Moore School Of Business / University Of South Carolina | Columbia | SC | 10/2019 | 01/2023 |
| Tiaa | Charlotte | NC | 06/2021 | 08/2021 |
| Tiaa | Charlotte | NC | 06/2022 | 12/2022 |
| Richland Northeast High School | Columbia | SC | 07/2015 | 06/2019 |
| University Of South Carolina | Columbia | SC | 08/2019 | 05/2022 |
| Prideone | Charlotte | NC | 09/2022 | 12/2022 |
| Unemployed | Columbia | SC | 06/2019 | 08/2019 |
| Truist Advisory Services, Inc | Charlotte | NC | 10/2023 | 04/2024 |
| Truist Investment Services, Inc | Charlotte | NC | 09/2025 | Present |
| Truist Advisory Services, Inc | Charlotte | NC | 09/2025 | Present |
| Truist | Charlotte | NC | 04/2024 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-06 |
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