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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Charlotte | NC | 07/2025 | 08/2026 |
| Hampden Hill Custom Building | Richmond | VA | 09/2020 | 06/2025 |
| Pearson | Blacksburg | VA | 05/2023 | 05/2025 |
| Virginia Tech Pamplin College Of Business | Blacksburg | VA | 08/2024 | 12/2024 |
| Truist Wealth | Richmond | VA | 05/2024 | 07/2024 |
| Hermitage Country Club | Manakin-Sabot | VA | 05/2022 | 08/2023 |
| Swim Club Management Group | Richmond | VA | 05/2019 | 08/2021 |
| Student | Richmond | VA | 07/2015 | 05/2019 |
| Truist Advisory Services, Inc. | Charlotte | NC | 11/2025 | 08/2026 |
| Truist Advisory Services, Inc. | Charlotte | NC | 08/2026 | Present |
| Truist Investment Services, Inc. | Charlotte | NC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-18 |
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