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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc | Colleyville | TX | 05/2026 | Present |
| Truist Advisory Services, Inc | Colleyville | TX | 05/2026 | Present |
| Unemployed | Texas | TX | 01/2026 | 04/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garland | TX | 01/2014 | 03/2024 |
| Bank Of America, N.A. | Garland | TX | 01/2014 | 03/2024 |
| Tiaa | Frisco | TX | 03/2024 | 01/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 03/2024 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-27 |
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