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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 09/2022 | 05/2024 |
| Wells Fargo Bank, Na | Charlotte | NC | 09/2022 | 05/2024 |
| Truist Bank | Huntersville | NC | 12/2018 | 09/2022 |
| Cla Usa | Mooresville | NC | 01/2018 | 12/2018 |
| Puritan Financial Group | Orlando | FL | 03/2015 | 12/2017 |
| Truist Investment Services, Inc | Mooresville | NC | 07/2024 | Present |
| Truist Advisory Services, Inc | Mooresville | NC | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-16 |
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