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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cypress Bank & Trust | Jacksonville | FL | 06/2023 | 08/2023 |
| Spencer Holdings, Llc | Jacksonville | FL | 06/2022 | 08/2022 |
| Ponte Vedra High School | Ponte Vedra Beach | FL | 08/2016 | 05/2020 |
| Full Time Education | High Point | NC | 08/2020 | 04/2024 |
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2024 | 01/2025 |
| Robinhood Markets, Inc. | Menlo Park | CA | 05/2025 | 11/2025 |
| Unemployment | Maitland | FL | 01/2025 | 05/2025 |
| Truist Investment Services, Inc. | Orlando | FL | 07/2026 | Present |
| Unemployment | Maitland | FL | 11/2025 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-01 |
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