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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adidas | Tampa | FL | 03/2016 | 01/2017 |
| Cvs Pharmacy | Tampa | FL | 01/2017 | 07/2017 |
| Full-Time Education | Tampa | FL | 08/2017 | 01/2019 |
| Coach New York | Tampa | FL | 01/2018 | 01/2019 |
| Unemployed | Orlando | FL | 01/2019 | 09/2019 |
| Amerivest Realty | Orlando | FL | 09/2019 | 04/2022 |
| Coldwell Banker Realty | Orlando | FL | 04/2022 | 04/2023 |
| Charles Schwab & Co., Inc. | Orlando | FL | 03/2023 | 06/2024 |
| Truist Investment Services, Inc | Orlando | FL | 07/2024 | 09/2024 |
| Truist Advisory Services, Inc. | Orlando | FL | 09/2024 | Present |
| Truist Investment Services, Inc. | Orlando | FL | 09/2024 | 04/2026 |
| Truist Investment Services, Inc. | Orlando | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-26 |
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