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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-02-06
LA RA APPROVED 2021-04-14
VA RA APPROVED 2021-03-02
  • TX RA
    APPROVED_RES
    Since 2023-02-06
  • LA RA
    APPROVED
    Since 2021-04-14
  • VA RA
    APPROVED
    Since 2021-03-02

Branch Locations

919 E Main St Fl 5, Richmond, VA 23219 • 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
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
  • 11/2001 → 02/2021
    Scott & Stringfellow, Inc
    Richmond, VA
  • 01/2013 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Richmond, VA
  • 03/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2013-01-02 → 2021-03-02
    Bb&T Securities, Llc
    Richmond, VA
    Richmond, VA
  • 2002-03-22 → 2013-01-02
    Scott & Stringfellow, Llc
    Richmond, VA
    Richmond, VA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-22
  • S66 Uniform Combined State Law Examination
    2002-02-22

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