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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2020-11-23 |
Branch Locations
300 Summer Street Suite 620, Charleston, WV 25301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow, Llc | Charleston | WV | 09/2004 | 02/2021 |
| Bb&T Securities, Llc | Charleston | WV | 01/2013 | 02/2021 |
| Suntrust Investment Services Inc | Atlanta | GA | 12/2019 | 02/2021 |
| Suntrust Bank | Atlanta | GA | 12/2019 | 02/2021 |
| Truist Investment Services, Inc. | Charleston | WV | 02/2021 | 07/2024 |
| Truist Advisory Services, Inc. | Charleston | WV | 02/2021 | Present |
| Truist Investment Serices, Inc | Charleston | WV | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-09 |
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