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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-02-06 |
| FL | RA | APPROVED | 2024-01-23 |
| TX | RA | APPROVED_RES | 2021-04-15 |
| MD | RA | APPROVED | 2020-09-01 |
Branch Locations
4300 Tbc Way Ste 100, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow | Hunt Valley | MD | 10/2012 | 02/2021 |
| Bb&T Securities, Llc | Hunt Valley | MD | 01/2013 | 02/2021 |
| Suntrust Investment Services | Huntsville | MD | 09/2020 | 02/2021 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 09/2020 | 02/2021 |
| Truist Investment Services, Inc. | Mclean | VA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-01 |
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