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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-14 |
| NC | RA | APPROVED | 2021-08-03 |
Branch Locations
3330 Healy Drive, Ste 110, Winston Salem, NC 27103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 07/2021 |
| Bb&T | Winston Salem | NC | 08/2005 | 01/2019 |
| Bb&T | Winston Salem | NC | 01/2019 | 07/2021 |
| Bbtis | Charlotte | NC | 08/2005 | 07/2021 |
| Truist Investment Services, Inc. | Winston-Salem | NC | 02/2021 | 07/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 07/2021 |
| Raymond James Financial Services, Inc. | Winston Salem | NC | 07/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Winston Salem | NC | 07/2021 | Present |
| S&J Wealth Mgmt, Llc. | Florence | SC | 07/2021 | Present |
| Signature Wealth Group | Winston Salem | NC | 07/2021 | Present |
(1)Name of Business: Signature Wealth Group Address: 3330 Healy Dr Ste 110, Winston Salem, NC, 27103-2025, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/16/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a financial advisor in their Winston Salem, NC office. (2) S&J Wealth Mgmt, LLC., Florence, North Carolina 07/2021, Support Company, Not Investment Related, P/T: DBA name
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-25 |
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