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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-14 |
| FL | RA | APPROVED | 2017-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 07/2015 | 05/2022 |
| Suntrust Bank | Nokomis | FL | 06/2015 | 05/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 09/2016 | Present |
| Truist Investment Services, Inc | Nokomis | FL | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-13 |
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