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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-07-09 |
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 |
| Slade And Collins Insurance | Lexington | KY | 01/2024 | 06/2024 |
| Corto Lima | Lexington | KY | 10/2023 | 11/2023 |
| University Of Kentucky | Lexington | KY | 08/2023 | 05/2024 |
| Truist | Charlotte | NC | 06/2023 | 08/2023 |
| Istituto Lorezon De' Medici | Florence | 01/2023 | 05/2023 | |
| Coastal Cloud | Lexington | KY | 06/2022 | 10/2022 |
| The Signature Club Of Lansdowne | Lexington | KY | 06/2022 | 08/2022 |
| University Of Kentucky | Lexington | KY | 08/2020 | 12/2022 |
| Hayflich Castle | Lexington | KY | 07/2021 | 12/2021 |
| The Signature Club Of Lansdowne | Lexington | KY | 05/2021 | 09/2021 |
| Spencer Business Solutions | Lexington | KY | 06/2020 | 07/2021 |
| Ymca Of Central Kentucky | Lexington | KY | 01/2019 | 01/2021 |
| Frederick Douglass High School | Lexington | KY | 08/2017 | 05/2020 |
| Henry Clay High School | Lexington | KY | 08/2016 | 07/2017 |
| Truist Advisory Services, Inc. | Charlotte | NC | 11/2024 | 01/2026 |
| Truist Investment Services, Inc. | Nashville | TN | 01/2026 | Present |
| Truist Advisory Services, Inc. | Nashville | TN | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-29 |
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