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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-06 |
| FL | RA | APPROVED | 2021-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Sandy | UT | 08/2011 | 08/2021 |
| Wells Fargo Advisors, Llc | Sandy | UT | 07/2015 | 11/2016 |
| Mda Management, Inc | South Jordan | UT | 07/2012 | Present |
| Wells Fargo Clearing Services, Llc | Sandy | UT | 11/2016 | 07/2021 |
| Truist Investment Services, Inc | Atlanta | GA | 08/2021 | 04/2024 |
| Truist Advisory Services, Inc | Atlanta | GA | 08/2021 | 04/2024 |
| Truist Advisory Services, Inc. | Celebration | FL | 04/2024 | Present |
| Truist Investment Services, Inc. | Celebration | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-18 |
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