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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 08/2022 | 03/2023 |
| Home Depot | Normal | IL | 06/2020 | 06/2022 |
| Libertyville Gymnastics Academy | Libertyville | IL | 02/2015 | 05/2020 |
| Dealer Product Services | Lake Zurich | IL | 05/2017 | 08/2017 |
| Middle School North / Lake Zurich High School | Lake Zurich | IL | 01/2012 | 05/2017 |
| Truist Inestment Services, Inc. | Nashville | TN | 04/2023 | 09/2024 |
| Truist Advisory Services, Inc. | Nashville | TN | 04/2023 | 09/2024 |
| Truist Investment Services, Inc. | Nashville | TN | 09/2024 | Present |
| Truist Advisory Services, Inc. | Nashville | TN | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-23 |
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