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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-02-17
  • VA RA
    APPROVED
    Since 2021-02-17

Branch Locations

810 Southpark Blvd, Colonial Heights, VA 23834 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bbtis Danville NC 10/2006 02/2021
Bb&T Securities, Llc Danville VA 01/2018 02/2021
Truist Investment Services, Inc. South Boston VA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 10/2006 → 02/2021
    Bbtis
    Danville, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Danville, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    South Boston, VA
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Hopewell, VA
    Colonial Heights, VA
    Petersburg, VA
    Colonial Heights, VA
    Hopewell, VA
    South Boston, VA
    Danville, VA
    Charlotte, NC
    Virginia Beach, VA
    Chatham, VA
    South Boston, VA
    Richmond, VA
  • 2009-12-22 → 2018-01-02
    Bb&T Investment Services, Inc.
    Danville, VA
    South Boston, VA
    Charlotte, NC
    Danville, VA
    Danville, VA
    Danville, VA
    Chatham, VA
    Chatham, VA
    Charlotte, NC
    Danville, VA
    Charlotte, NC
    Chatham, VA
    Huntington, WV
    Danville, VA
    Virginia Beach, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-29
S63 Uniform Securities Agent State Law Examination 2005-06-20
  • S66 Uniform Combined State Law Examination
    2008-01-29
  • S63 Uniform Securities Agent State Law Examination
    2005-06-20
Other Names
  • Emily G. Holt
  • Emily G. Holt
  • Emily Holt Morgan
  • Emily G. Morgan

View on SEC IAPD

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