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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allied Universal Security Service | Hershey | PA | 06/2015 | 07/2017 |
| First National Bank Pa | Harrisburg | PA | 07/2017 | 03/2019 |
| Mid Penn Bank | Harrisburg | PA | 03/2019 | 11/2021 |
| Truist Bank | Myrtie Beach | SC | 11/2021 | 07/2025 |
| Truist Investment Services, Inc | North Myrtle Beach | SC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-27 |
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