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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Bank | Fayetteville | NC | 11/2017 | 07/2022 |
| Bb&T | Fayetteville | NC | 09/2014 | 11/2017 |
| Truist Investment Services, Inc | Fayetteville | NC | 07/2022 | 01/2024 |
| D.A. Davidson & Co. | Fayetteville | NC | 01/2024 | 09/2024 |
| Truist Investment Services, Inc | Fayetteville | NC | 09/2024 | Present |
| Truist Advisory Services, Inc | Fayetteville | NC | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-15 |
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