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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-15 |
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Charlotte | NC | 05/2015 | 02/2021 |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 02/2021 | Present |
SAV-BO RE LLC, SAV-BO OC LLC; HWY 21 PORT WENTWORTH, GA; NOT INVESTMENT RELATED; PART OWNERSHIP IN A BOJANGLES FRANCHISE; PASSIVE INVESTOR/NO DUTIES; FORM OF COMPENSATION IS DIVIDENDS; START DATE IS 6/1/2012; 0 HOURS DEVOTED TO THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-13 |
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