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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-06 |
| LA | RA | APPROVED | 2021-04-14 |
| VA | RA | APPROVED | 2021-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow, Inc | Richmond | VA | 11/2001 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | Present |
WINCHESTER COLD STORAGE POSITION: Board member NATURE: My family is the largest shareholder of the company and I have been asked to join the board. This will require me to attend one 2-3 hour board meeting each month. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/21/2017 ADDRESS: 605 N. Loudoun Street, Winchester VA 22601 DESCRIPTION: I will be one of 5-10 board members -including 3 other Byrds - tasked with overseeing our executive management team leading the company. VIRGINIA CAPITOL FOUNDATION POSITION: Treasurer NATURE: The Virginia Capitol Foundation takes care of the ground, buildings, etc. located on and around the Capitol in Richmond. On July 1, 2017, I will be on the board helping to guide and oversee the Executive Director and staff. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2017 ADDRESS: PO Box 396, Richmond VA 23218 B. BEVERLEY BYRD & MARTHA R. BYRD COOK TRUST POSITION: Financial Advisor NATURE: I am the trustee of my cousin's trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/10/2008 ADDRESS: 901 E. Byrd Street, Richmond VA 23219 HARRY F. BYRD JR. TRUST POSITION: Financial Advisor NATURE: I am the trustee for my father trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/27/2004 ADDRESS: 901 E. Byrd Street, Richmond VA 23219 THURMAN LLC POSITION: Board member NATURE: This LLC holds family real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2008 ADDRESS: 3836 Lord Fairfax Highway, Berryville VA 22611 NORTH BUCKMARSH LLC POSITION: Treasurer NATURE: This LLC owns family real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2013 ADDRESS: 3836 Lord Fairfax Highway, Berryville VA 22611 B. B. BYRD & SHIRLEY D. BYRD TRUST POSITION: Trustee NATURE: This is a trust for my cousin. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/23/2015 ADDRESS: 901 E. Byrd Street, Richmond VA 23219 HAWTHORN LLC POSITION: President NATURE: This LLC owns family real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2013 ADDRESS: 3836 Lord Fairfax Highway, Berryville VA 22611 SENSENY SOUTH LLC POSITION: Board member NATURE: This LLC owns family real estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2008 ADDRESS: , Berryville VA , United States DESCRIPTION: I am a board member who meets with the group once a quarter for about an hour to discuss our real estate portfolio. And, recently, I have been asked to handle some cash ($328k), which we invested in some CDs and an ultra short bond fund and Tandem. ROCKINGHAM PROPERTIES, LLC POSITION: Shareholder NATURE: This is 20 acres of undeveloped farm land located in Harrisonburg, Virginia. I am a minority shareholder of the LLC which owns the property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/25/2020 ADDRESS: Berryville VA, United States DESCRIPTION: Attending quarterly meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-22 |
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