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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Nashville | TN | 11/2023 | 01/2024 |
| Memorial Senior High School | Houston | TX | 08/2015 | 05/2019 |
| University Of Tennessee, Knoxville | Knoxville | TN | 08/2019 | 05/2023 |
| Unemployed | Nashville | TN | 06/2023 | 10/2023 |
| Unemployed | Nashville | TN | 06/2019 | 07/2019 |
| Equitable Advisors, Llc | New York | NY | 02/2024 | 10/2024 |
| Uncle Julio's Mexican Restaurant | Brentwood | TN | 05/2021 | 08/2021 |
| Uber | Houston | TX | 05/2018 | 08/2018 |
| Truist Investment Services , Inc. | Nashville | TN | 01/2025 | Present |
| Truist Advisory Services, Inc. | Nashville | TN | 01/2025 | Present |
| Unemployed | Nashville | TN | 11/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-28 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-02 |
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