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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-19 |
Branch Locations
235 Magrath Darby Fl 3, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 05/2023 | 03/2025 |
| Schooling | Charleston | SC | 08/2006 | Present |
| First Citizens Bank | Charleston | SC | 05/2023 | 03/2025 |
| Truist Investment Services, Inc. | Mt Pleasant | SC | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-28 |
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