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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Asheville | NC | 09/2009 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Asheville | NC | 02/2014 | 12/2016 |
| Bb&T Securities | Asheville | NC | 12/2016 | 02/2021 |
| Truist Investment Services, Inc. | Asheville | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Asheville | NC | 02/2021 | Present |
CRAIG AND DONNA LIEDER RENTAL PROPERTY POSITION: Co-Owner NATURE: My husband and I own a rental house jointly. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 180 Lees Creek Rd, Asheville NC 28806 DESCRIPTION: I do not have any responsibilities other than being a joint owner of the property. My husband handles the rental and maintenance of the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-09 |
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