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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-11 |
| VA | RA | APPROVED | 2016-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services,Inc | Atlanta | GA | 02/2012 | Present |
| Truist Advisory Services | Atlanta | GA | 09/2016 | Present |
RICHMOND AREA BICYCLE ASSOCIATION POSITION: President NATURE: The mission of the group is to organize bicycle rides as safe, enjoyable, and healthy activities. They have a foundation which is structured as a non profit/501(c)3 for the sole purpose of receiving charitable donations that are used to purchase, assemble and distribute bicycles to children living in poverty during the Christmas holiday season. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: Ashland VA, United States DESCRIPTION: As president I would be primarily responsible for: setting goals, coordinating and running board meetings and assisting with organizing club rides.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-25 |
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