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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Charlotte | NC | 09/2014 | 10/2018 |
| Pnc Bank | Charlotte | NC | 09/2014 | 10/2018 |
| Bb&T Bank | Charlotte | NC | 10/2018 | 02/2021 |
| Bb&T Securities, Llc. | Richmond | VA | 10/2018 | 02/2021 |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
MORGAN STATE UNIVERSITY CHARLOTTE ALUMNI CHAPTER POSITION: Treasurer NATURE: I am the treasurer with no check writing or signing authority. This is my college local alumni chapter. Our sole purpose is for raising scholarship funds for students in the Charlotte region. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2010 ADDRESS: 1617 Marble Hill Drive, Charlotte NC 28262
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-12 |
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