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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Huntersville | NC | 08/2022 | 05/2024 |
| Jpmorgan Chase Bank, N.A. | Huntersville | NC | 08/2022 | 05/2024 |
| Wesbanco Inc | Morgantown | WV | 05/2020 | 09/2020 |
| Town Of Cortlandt | Cortlandt Manor | NY | 05/2017 | 08/2017 |
| Town Of Cortlandt | Cortlandt Manor | NY | 05/2019 | 08/2019 |
| Town Of Cortlandt | Cortlandt Manor | NY | 05/2018 | 08/2018 |
| The United Federal Credit Union | Morgantown | WV | 02/2021 | 07/2022 |
| West Virginia University | Morgantown | WV | 08/2016 | 05/2020 |
| Unemployed | Morgantown | WV | 10/2020 | 01/2021 |
| Alloy Investment Management | Charlotte | NC | 08/2024 | 03/2026 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 08/2024 | 03/2026 |
| Truist Investment Services, Inc. | Charlotte | NC | 04/2026 | Present |
| Truist Advisory Services. Inc. | Charlotte | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-14 |
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