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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-02 |
| VA | RA | APPROVED | 2016-09-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc | Henrico | VA | 05/2000 | Present |
| Truist Advisory Services, Inc | Henrico | VA | 09/2016 | Present |
NORFOLK COLLEGIATE SCHOOL POSITION: Trustee NATURE: Private School in Norfolk Virginia. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2023 ADDRESS: Norfolk VA, United States DESCRIPTION: One of 20 trustees that will help in making decisions on school operations and current and future directions. RENTAL CONDO POSITION: Co-Owner with my wife NATURE: We have a condo at Emerald Isle NC that we will be making available for rent. We have a rental Co that will be handling all of the rent, reservations.... INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 07/06/2026 ADDRESS: Emerald Isle NC, United States DESCRIPTION: We have a condo and will have a real estate company manage the weekly rentals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-14 |
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