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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Physicians Resource Services | Austin | TX | 05/2022 | 08/2022 |
| First Bank | Winchester | VA | 05/2021 | 08/2021 |
| Doordash | Manassas | VA | 10/2018 | 05/2022 |
| James Madison University | Harrisonburg | VA | 08/2019 | 05/2023 |
| Osbourn Park High School | Manassas | VA | 08/2015 | 06/2019 |
| Stern & Heatwole Financial Group, Pc | Harrisonburg | VA | 06/2023 | 12/2024 |
| Commonwealth Financial Network | Waltham | MA | 06/2023 | 12/2024 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2025 | Present |
| Truist Advisory Services, Inc. | Richmond | VA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-29 |
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