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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| NC | RA | APPROVED | 2024-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Charlotte | NC | 07/2024 | 01/2026 |
| University Of Florida | Gainesville | FL | 08/2023 | 05/2024 |
| Truist Investment Services, Inc. | Atlanta | GA | 06/2023 | 08/2023 |
| Harry's Seafood Bar & Grille | Gainesville | FL | 08/2022 | 05/2023 |
| Doordash | Melbourne | FL | 05/2022 | 08/2022 |
| Brevard County Parks & Recreation | Melbourne | FL | 06/2021 | 08/2021 |
| Brevard County Parks & Recreation | Melbourne | FL | 06/2020 | 08/2020 |
| Target | Melbourne | FL | 11/2019 | 01/2020 |
| Brevard County Parks & Recreation | Melbourne | FL | 06/2019 | 08/2019 |
| Brevard County Parks & Recreation | Melbourne | FL | 06/2018 | 08/2018 |
| Viera High School | Melbourne | FL | 08/2016 | 05/2020 |
| University Of Florida | Gainesville | FL | 08/2020 | 05/2024 |
| Truist Advisory Services, Inc | Charlotte | NC | 11/2024 | 01/2026 |
| Truist Investment Services, Inc. | Charlotte | NC | 01/2026 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-31 |
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