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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-08 |
Branch Locations
3318 W Friendly Ave Fl 3, Greensboro, NC 27410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interac Co Ltd | Tokai-Mura | 10/2015 | 03/2017 | |
| Alorica | Greensboro | NC | 06/2017 | 09/2019 |
| Truist Bank | Greensboro | NC | 09/2019 | 02/2020 |
| Truist Investment Services, Inc | Greensboro | NC | 02/2020 | 10/2024 |
| Unemplyed | Greensboro | NC | 03/2017 | 06/2017 |
| Truist Investment Services, Inc. | Charlotte | NC | 10/2024 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-07 |
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