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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Financial Literacy Counsel | Vancouver | 04/2016 | 06/2021 | |
| Truist Bank | Gainesville | GA | 06/2021 | 07/2022 |
| Truist Investment Services Inc. | Atlanta | GA | 07/2022 | 05/2026 |
| Truist Advisory Services Inc, | Atlanta | GA | 07/2022 | 05/2026 |
| Cetera Investment Services Llc | Saint Cloud | MN | 07/2026 | Present |
| Regions Bank | Norcross | GA | 07/2026 | Present |
| Cetera Investment Advisors Llc | Norcross | GA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-19 |
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