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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-29 |
Branch Locations
401 E. Jackson Street 20Th Floor, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services, Inc | Tampa | FL | 08/2022 | Present |
| Citi | Tampa | FL | 08/2020 | 08/2022 |
| St. Pete College | Tarpon Springs | FL | 08/2016 | 05/2018 |
| University Of Tampa | Tampa | FL | 08/2018 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-11 |
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