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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-01 |
Branch Locations
214 N Tryon St Fl 33, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Center Ice Arena | Sandy Springs | GA | 08/2016 | 01/2022 |
| Harrington Landscapes | Granby | CO | 05/2020 | 08/2020 |
| Kw Beverage - Budweiser | Columbia | SC | 05/2021 | 08/2021 |
| Truist Investment Services, Inc | Charlotte | NC | 06/2022 | 08/2022 |
| Truist Invesment Services, Inc. | Charlotte | NC | 07/2023 | 05/2024 |
| Marist School | Atlanta | GA | 07/2013 | 05/2019 |
| University Of South Carolina | Columbia | SC | 06/2019 | 07/2023 |
| Truist Advisory Services, Inc | Charlotte | NC | 11/2023 | 05/2024 |
| Truist Investment Services, Inc. | Charlotte | NC | 05/2024 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 05/2024 | 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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