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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 2022-01-13
VA RA APPROVED 2021-02-17
  • TX RA
    APPROVED_RES
    Since 2022-01-13
  • VA RA
    APPROVED
    Since 2021-02-17

Branch Locations

9200 Church St Ste 100, Manassas, VA 20110 • 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 Manassas VA 12/2003 02/2021
Bb&T Securities, Llc Manassas VA 01/2013 02/2021
Truist Investment Services, Inc. Manassas VA 02/2021 Present
Truist Advisory Services, Inc. Manassas VA 02/2021 Present
  • 12/2003 → 02/2021
    Scott & Stringfellow, Inc
    Manassas, VA
  • 01/2013 → 02/2021
    Bb&T Securities, Llc
    Manassas, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Manassas, VA
  • 02/2021 → Present
    Manassas, VA
Previous Registrations
  • 2013-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Manassas, VA
    Reston, VA
    Richmond, VA
  • 2004-01-02 → 2013-01-02
    Scott & Stringfellow, Llc
    Manassas, VA
  • 2003-07-01 → 2003-12-19
    Vienna, VA
  • 2001-09-10 → 2003-07-01
    Prudential Equity Group, Llc
    Vienna, VA
Other Businesses

BENEDICTINE SISTERS POSITION: Finance Committee NATURE: I am on an advisory committee and on their Finance Committee. I do not personally invest any of their money, nor am I compensated. They are a religious order. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 9535 Linton Hall Rd, Bristow VA 20136, United States DESCRIPTION: Review finances, audits, investments, strategic planning HOPELINK, INC POSITION: Chair NATURE: I am on the board of directors of this 501(c)(3) organization that focuses on mental health. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2018 ADDRESS: Oakton VA, United States DESCRIPTION: Policy making, oversight, advocacy, and fundraising.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-04-07
S63 Uniform Securities Agent State Law Examination 1997-02-26
  • S65 Uniform Investment Adviser Law Examination
    1997-04-07
  • S63 Uniform Securities Agent State Law Examination
    1997-02-26

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