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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-13 |
Branch Locations
2501 20Th Pl S Ste 101, Birmingham, AL 35223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Roswell | GA | 09/2018 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Roswell | GA | 05/2022 | 03/2025 |
| The Church At Shelby Crossings | Calera | AL | 01/2017 | 01/2021 |
| Shelby Baptist Medical Center | Alabaster | AL | 10/2015 | 12/2016 |
| Truist Investemt Services, Inc | Birmingham | AL | 04/2025 | 12/2025 |
| Truist Advisory Serives, Inc | Birmingham | AL | 04/2025 | 12/2025 |
| Truist Investment Services, Inc. | Birmingham | AL | 01/2026 | Present |
| Truist Advisory Services, Inc. | Birmingham | AL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-20 |
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