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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED_RES | 2026-05-04 |
| FL | RA | APPROVED | 2024-04-10 |
Branch Locations
4414 Sw College Rd Ste 1310, Ocala, FL 34474 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Ocala | FL | 01/2024 | 10/2024 |
| Truist Advisory Services, Inc. | Ocala | FL | 01/2024 | 10/2024 |
| Florida State University | Talahassee | FL | 06/2019 | 05/2023 |
| Coral Springs High School | Coral Springs | FL | 08/2016 | 06/2019 |
| V. Y. Star Credit Union | Ocala | FL | 11/2023 | 01/2024 |
| Unemployed | Ocala | FL | 06/2023 | 10/2023 |
| Truist Investment Services, Inc. | Ocala | FL | 10/2024 | 03/2026 |
| Truist Advisory Services, Inc. | Ocala | FL | 10/2024 | 03/2026 |
| Truist Investment Services, Inc. | Ocala | FL | 04/2026 | Present |
| Truist Advisory Services, Inc. | Ocala | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-29 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-16 |
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