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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-02 |
| TN | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Knoxville | TN | 03/2012 | 02/2021 |
| Bbtis | Knoxville | TN | 03/2012 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Knoxville | TN | 02/2021 | 04/2024 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 04/2024 |
| Truist Investment Services, Inc. | Knoxville | TN | 04/2024 | Present |
| Truist Advisory Services, Inc. | Knoxville | TN | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-02 |
| S65 | Uniform Investment Adviser Law Examination | 2006-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-05 |
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