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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Mooresville | NC | 04/2019 | 02/2026 |
| New Rez Mortgage | Charlotte | NC | 03/2018 | 04/2019 |
| Fifth Third Bank | Troutman | NC | 03/2017 | 03/2018 |
| Verizon | Mooresville | NC | 11/2012 | 03/2017 |
| Fifth Third Securities | Mooresville | NC | 02/2024 | 02/2026 |
| Truist Investment Services, Inc | Mooresville | NC | 02/2026 | Present |
| Truist Advsiory Services, Inc | Mooresville | NC | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-20 |
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