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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Co., Inc. | Orlando | FL | 03/2023 | 10/2024 |
| Bed Bath And Beyond | Orlando | FL | 02/2015 | 02/2023 |
| Truist Investment Services, Inc | Orlando | FL | 11/2024 | Present |
| Truist Advisory Services, Inc | Orlando | FL | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-26 |
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