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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-01 |
| TN | RA | APPROVED | 2017-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Knoxville | TN | 09/2016 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Knoxville | TN | 09/2016 | 05/2017 |
| Suntrust Investment Services, Inc | Atlanta | GA | 06/2017 | 06/2018 |
| Suntrust Bank | Knoxville | TN | 06/2017 | 06/2018 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 06/2017 | 01/2024 |
| Suntrust Investment Services, Inc | Atlanta | GA | 06/2018 | 01/2024 |
| Truist Investment Services, Inc. | Knoxville | TN | 01/2024 | Present |
| Truist Advisory Services, Inc. | Knoxville | TN | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-19 |
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