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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-05 |
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 |
|---|---|---|---|---|
| Bbtis | Charlotte | NC | 05/2014 | 01/2018 |
| Truist Bank | Clearwater | FL | 05/2014 | 02/2026 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Clearwater | FL | 02/2021 | 02/2026 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | 02/2026 |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2026 | Present |
| Regions Bank | Tarpon Springs | FL | 05/2026 | Present |
| Cetera Investment Advisers Llc | Tarpon Springs | FL | 06/2026 | Present |
1. RENTAL INCOME, 100% OWNER, LESS THAN 1/HR/WK. 2. REGIONS BANK, WEALTH ADVISOR, CUSTOMER SERVICE, DEPOSIT ACCOUNTS, LOANS, AND CREDIT CARD APPLICATIONS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-16 |
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