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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-15 |
Branch Locations
16576 Susquehanna Trail S 2Nd Floor, New Freedom, PA 17349 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | New Freedom | PA | 10/2023 | Present |
| Truist Bank | Shrewsbury | PA | 07/2019 | 10/2023 |
| Truist Bank | York | PA | 08/2019 | 07/2021 |
| Buffalo Wild Wings | York | PA | 11/2017 | 07/2019 |
| Red Lobster | York | PA | 01/2009 | 02/2017 |
| Unemployed | York | PA | 02/2017 | 11/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-09 |
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