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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthforge Securities, Llc | Richmond | VA | 06/2019 | 05/2021 |
| Wealthforge Securities, Llc | Richmond | VA | 05/2016 | 05/2019 |
| Truist Investment Services, Inc. | Richmond | VA | 05/2021 | 01/2023 |
| Truist Investment Services, Inc. | Richmond | VA | 01/2023 | Present |
| Truist Advisory Services, Inc. | Richmond | VA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-29 |
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