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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 03/2023 | 09/2025 |
| Service Credit Union | Plymouth | NH | 03/2016 | 04/2017 |
| Waterville Valley | Waterville | NH | 06/2016 | 05/2017 |
| Kbw Financial | Bedford | NH | 06/2017 | 08/2017 |
| Connection | Merrimack | NH | 08/2017 | 05/2020 |
| Icon Consultants | Houston | TX | 05/2020 | 09/2020 |
| Robert Half | Manchester | NH | 12/2020 | 02/2021 |
| Southern New Hampshire University | Manchester | NH | 02/2021 | 05/2023 |
| Truist Investment Services, Inc. | Lake Mary | DC | 09/2025 | Present |
| Truist Advisory Services, I Nc. | Lake Mary | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-28 |
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