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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-29 |
Branch Locations
303 Peachtree Street Ne 15Th Floor, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Covia | Santa Rosa | CA | 03/2017 | 03/2018 |
| Bohemian Grove | Santa Rosa | CA | 06/2019 | 07/2019 |
| Heavener School Of Business | Gainesville | FL | 08/2022 | 01/2023 |
| Truist Investment Services, Inc. | Charlotte | NC | 06/2022 | 08/2022 |
| University Of Florida | Gainesville | FL | 01/2023 | 07/2023 |
| University Of Florida | Gaiensville | FL | 07/2019 | 06/2022 |
| Maria Carrillo High School | Santa Rosa | CA | 08/2015 | 06/2019 |
| Truist Investment Services, Inc. | Charlotte | NC | 07/2023 | Present |
| Truist Advisory Services,Inc | Charlotte | NC | 11/2023 | 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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