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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | Chesapeake | VA | 02/2011 | 11/2021 |
| Bon Secours | Portsmouth | VA | 11/2021 | 01/2023 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 01/2023 | 06/2023 |
| Truist Investment Services, Inc. | Norfolk | VA | 10/2023 | Present |
| Unemployed | Chesapeake | VA | 06/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-22 |
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