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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 08/2022 | 10/2022 |
| Tutor.cOm | Orlando | FL | 05/2022 | 07/2022 |
| Miami University | Oxford | OH | 08/2018 | 05/2022 |
| Beachwood High School | Beachwood | OH | 08/2014 | 05/2018 |
| Ford's Garage | Kissimmee | FL | 05/2021 | 08/2021 |
| Truist Advisory Services Inc. | Orlanod | FL | 07/2023 | Present |
| Truist Bank | Ocoee | FL | 10/2022 | 07/2023 |
| Truist Investment Services Inc. | Orlando | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-29 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-08 |
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