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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-21 |
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 |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 05/2017 | 05/2019 |
| First Citizens Bank | Charlotte | NC | 07/2008 | 02/2019 |
| Unemployed | Gastonia | NC | 05/2019 | 09/2019 |
| Bb&T Securities, Llc. | Gastonia | NC | 09/2019 | Present |
| Truist Investment Services, Inc. | Gastonia | NC | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-24 |
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