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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-04 |
| DC | RA | APPROVED | 2024-03-12 |
| VA | RA | APPROVED | 2024-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Eagle Outfitters | Tampa | FL | 10/2018 | 01/2019 |
| Chick-Fil-A | Tampa | FL | 04/2019 | 06/2020 |
| Michaels Companies Inc | Tampa | FL | 06/2020 | 05/2021 |
| Truist Investment Services, Inc. | Charlotte | NC | 06/2022 | 08/2022 |
| Truist Investment Services, Inc. | Mclean | VA | 07/2023 | 10/2024 |
| North Carolina Agricultural And Technical State University | Greensboro | NC | 08/2022 | 07/2023 |
| North Carolina Agricultural And Technical State University | Greensboro | NC | 05/2021 | 06/2022 |
| Thomas Jefferson High School | Tampa | FL | 08/2015 | 10/2018 |
| Truist Advisory Services, Inc | Mclean | VA | 01/2024 | 10/2024 |
| Truist Advisory Services, Inc | Charlotte | NC | 10/2024 | Present |
| Truist Investment Services, Inc. | Charlotte | NC | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-02 |
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