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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-11-02 |
Branch Locations
303 Peachtree St, Ne Fl 31, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hope Center Uganda | Gulu | 05/2020 | 08/2020 | |
| Unc - Chapel Hill | Chapel Hill | NC | 08/2020 | 04/2021 |
| Grassy Creek Foundation | Jacksonville | FL | 05/2021 | 12/2021 |
| Unc - Chapel Hill | Chapel Hill | NC | 01/2022 | 04/2022 |
| Grassy Creek Foundation | Jacksonville | FL | 05/2022 | 08/2022 |
| Unc - Chapel Hill | Chapel Hill | NC | 09/2022 | 06/2023 |
| Truist Investment Services, Inc. | Charlotte | NC | 07/2023 | Present |
| Charlotte Catholif High School | Charlotte | NC | 07/2015 | 06/2019 |
| The University Of North Carolina At Chapel Hill | Chapel Hill | NC | 07/2019 | 05/2020 |
| Truist Advisory Services, Inc | Atlanta | GA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-02 |
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