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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Columbia | SC | 02/2017 | 08/2020 |
| Wells Fargo Bank Na | Columbia | SC | 05/2015 | 08/2020 |
| Bb&T Securities | Columbia | SC | 08/2020 | Present |
| Truist Investment Services, Inc. | Columbia | SC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-11 |
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