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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-03 |
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Charlotte | NC | 03/2001 | 02/2021 |
| Bb&T Securities, Llc | Hickory | NC | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Hickory | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
WESTERN PIEDMONT COUNCIL OF GOVERNMENTS POSITION: Board member NATURE: Board/Committee member for REACH Program Coordinating Committee...Western Piedmont Council of Governments. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: 1880 2nd Avenue NW, P.O. Box 9026, Hickory NC 28601 DESCRIPTION: I participate in meetings with partners from four neighboring counties. I also offer one-on-one sessions with graduates of the Regional Housing Authority's Family Self-Sufficiency Program to guide them with the funds they receive when they graduate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-21 |
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