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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2017-12-14 |
Branch Locations
5205 Maryland Way Ste 200, Brentwood, TN 37027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Nashville | TN | 02/2013 | 09/2017 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 10/2017 | Present |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 12/2017 | Present |
| Bb&T Securities, Llc | Brentwood | TN | 12/2019 | Present |
| Truist Investment Services, Inc. | Brentwood | TN | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-29 |
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