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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services,Inc | Mclean | VA | 05/2026 | 08/2026 |
| Helzberg Diamonds | Frisco | TX | 09/2015 | 09/2017 |
| Helzberg Diamonds | Tyson | VA | 09/2017 | 10/2021 |
| Truist Bank | Mclean | VA | 10/2018 | 10/2019 |
| Truist Bank | Falls Church | VA | 11/2019 | 03/2026 |
| Truist Investment Services, Inc | Mclean | VA | 03/2026 | 08/2026 |
| Truist Investment Services, Inc. | Fairfax | VA | 08/2026 | Present |
| Truist Advisory Services, Inc. | Fairfax | VA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-19 |
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