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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-08 |
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
5369 Ballantyne Commons Pkwy Fl 1, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investments | Fort Mill | SC | 05/2011 | 02/2021 |
| Bb&T Securities, Llc | Fort Mill | SC | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
RENTAL PROPERTY POSITION: Owner NATURE: Short term rental of mountain house. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: Beech Mountain NC, United States DESCRIPTION: Homeowner RENTAL INCOME POSITION: Owner NATURE: Condo/home rental INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2016 ADDRESS: Charlotte NC, United States DESCRIPTION: n/a RENTAL POSITION: Owner NATURE: Privately owned home inside short term rental community near Disney. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: Davenport FL, United States DESCRIPTION: Short term rental property. We have local managers who take care of property and guest communications during travel.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-19 |
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