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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-01-25 |
Branch Locations
1445 New York Ave, Nw Fl 4, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T Bank | Greenville | SC | 09/2018 | 02/2021 |
| Bbtis | Charlotte | NC | 10/2007 | 02/2021 |
| Suntrust Investment Services, Inc | Atlanta | GA | 12/2019 | 02/2021 |
| Suntrust Bank | Atlanta | GA | 12/2019 | 02/2021 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 12/2020 | 02/2021 |
| Truist Investment Services, Inc. | Washington | DC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Washington | DC | 02/2021 | Present |
| Bb&T Investments | Charlotte | NC | 10/2007 | 09/2018 |
THE CAMPAGNA CENTER POSITION: Board Member NATURE: The Campagna Center in Alexandria VA is an organization committed to delivering exceptional educational and social development programs for children, teens and adults. I was asked to join the board beginning September 1, 2020 for a 3 year term. I will be a member of the Audit committee and Development committee. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 418 S Washington St, Alexandria VA 22314
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-22 |
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