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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase | Sun Valley | CA | 08/2014 | 02/2019 |
| Jp Morgan Securities Llc | Sun Valley | CA | 07/2017 | 02/2019 |
| N/A | Arleta | CA | 02/2019 | 05/2019 |
| Bb&T Securities | Charlotte | NC | 05/2019 | 02/2021 |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | 06/2022 |
| Truist Advisory Services, Inc. | Charlotte | NC | 02/2021 | 06/2022 |
| Truist Investment Services, Inc | Charlotte | NC | 06/2022 | Present |
| Truist Advisory Services , Inc. | Charlotte | NC | 06/2022 | Present |
RENTING OUT MY HOME POSITION: Home Owner NATURE: I am renting out my home to somebody who pays me rent money. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: , Pineville NC , United States DESCRIPTION: I own the home I am renting out.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-23 |
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