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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
514 Se Greenville Blvd Floor 2, Greenville, NC 27858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Greenville | NC | 06/2014 | 02/2021 |
| Truist Investment Services, Inc. | Greenville | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Greenville | NC | 02/2021 | Present |
EAST CAROLINA UNIVERSITY BOARD OF TRUSTEES POSITION: Board of Trustee Member NATURE: Public university of the State of NC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 05/08/2020 ADDRESS: 202 Spilman Bldg, Greenville NC 27858 ECU DEPARTMENT OF ECONOMICS ADVISORY BOARD POSITION: board member NATURE: Advisory Board raises money for scholarships of students in the Department of Economics at ECU INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2005 ADDRESS: Greenville NC, United States DESCRIPTION: Raise money for scholarships and advise/mentor students about employment and careers in the financial services industry.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-11 |
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