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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vitality Bowls | Jacksonville Beach | FL | 07/2017 | 01/2023 |
| Truist Wealth | Atlanta | GA | 06/2022 | 08/2022 |
| Truist Wealth | Charlotte | NC | 07/2023 | 07/2024 |
| Episcopal School Of Jacksonville | Jacksonville | FL | 08/2012 | 07/2017 |
| University Of Florida | Gainesville | FL | 08/2019 | 07/2023 |
| Unemployed | Jacksonville | FL | 05/2023 | 07/2023 |
| Truist Advisory Services, Inc. | Charlotte | NC | 11/2023 | 07/2024 |
| Truist Investment Services, Inc | Charlotte | NC | 07/2024 | 03/2026 |
| Truist Advisory Services, Inc. | Charlotte | NC | 07/2024 | 03/2026 |
| Truist Advisory Services, Inc. | Charlotte | NC | 03/2026 | Present |
| Truist Investment Services, Inc | Charlotte | NC | 03/2026 | 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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