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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Talk Of The Town Restaurant Group | Orlando | FL | 08/2021 | 07/2022 |
| Corona Cigar Company | Orlando | FL | 02/2021 | 04/2021 |
| Universal Orlando | Orlando | FL | 02/2021 | 04/2021 |
| Chipotle Mexican Grill | Mission Hills | CA | 11/2020 | 12/2020 |
| Keyes Lexus | Van Nuys | CA | 12/2019 | 07/2020 |
| Family And Consumer Science Department Csun | Northridge | CA | 08/2018 | 05/2021 |
| Olive Garden | Glendale | CA | 11/2018 | 12/2019 |
| Regency Theatres | Panorama City | CA | 07/2016 | 11/2018 |
| Charles Schwab & Co., Inc. | Orlando | FL | 10/2022 | 04/2024 |
| Truist Investment Services, Inc. | Winter Park | FL | 04/2024 | Present |
| Truist Advisory Services, Inc. | Winter Park | FL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-17 |
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