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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-08 |
| FL | RA | APPROVED | 2023-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Covenant Day School | Matthews | NC | 07/2013 | 05/2019 |
| Unemployed | Weddington | NC | 05/2019 | 08/2019 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2019 | 05/2023 |
| Marslender-West Asset Management Firm | Raleigh | NC | 05/2021 | 08/2021 |
| Skyzone | Pineville | NC | 12/2020 | 01/2021 |
| Northwestern Mutual | Charlotte | NC | 05/2022 | 08/2022 |
| Unemployed | Weddington | NC | 05/2023 | 07/2023 |
| Truist Investment Services, Inc. | Tampa | FL | 07/2023 | Present |
| Truist Advisory Services, Inc. | Tampa | FL | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-02 |
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