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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Roanoke | VA | 05/1999 | 08/2022 |
| Wells Fargo Advisors Llc | Roanoke | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Roanoke | VA | 11/2016 | 08/2022 |
| Truist Investment Services, Inc | Roanoke | VA | 08/2022 | Present |
| Truist Advisory Services, Inc. | Roanoke | VA | 08/2022 | Present |
SOUTHWEST VIRGINIA BUSINESS DEVELOPMENT ASSOCIATION, NOT INV RELATED, ROANOKE, VA, TREASURER, START 9/30/2018, 2 HOURS PER MONTH, ZERO DURING TRADING, SOCIAL AND BUSINESS NETWORKING CLUB MEETINGS TO DISCUSS SUCCESSES DIFFICULTIES AND TRENDS, MEMBERSHIP AND MONITORING DINING FUNDS. GREEN DOOR PROPERTY HOLDINGS POSITION: Joint Owner NATURE: Single-family residential rental for profit business INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/21/2021 ADDRESS: Vinton VA, United States DESCRIPTION: Oversee operations of business where single-family home is rented to families on annual basis. ROTARY OF DOWNTOWN ROANOKE POSITION: Board of Director, Youth Coordinator NATURE: Non-profit organization dedicated to the Four Way Test of Rotary International. The goal of Rotary is to support local communities by giving its members the opportunity to provide their time for volunteer activities through fellowship with other members. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2009 ADDRESS: Roanoke VA, United States DESCRIPTION: Organize youth exchange programs in the community. CAPITAL FOR COUNSEL POSITION: Board Member NATURE: Small non-profit organization with less than $100,000 in annual contributions. Contributions to this non-profit will be used to grant applicants access to necessary funds to seek mental health treatment they cannot afford on their own. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/31/2024 ADDRESS: Dallas TX, United States DESCRIPTION: Participate in discussions around organizational topics and take notes on subject matter being discussed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-25 |
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