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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2022-09-06
  • WV RA
    APPROVED
    Since 2022-09-06

Branch Locations

300 Summer Street Fl 1, Charleston, WV 25301 • 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
Bb&T Securities Charleston WV 07/2014 Present
Truist Investment Services, Inc. Charleston WV 02/2021 Present
  • 07/2014 → Present
    Bb&T Securities
    Charleston, WV
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Charleston, WV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-26
S63 Uniform Securities Agent State Law Examination 2009-06-29
  • S66 Uniform Combined State Law Examination
    2022-08-26
  • S63 Uniform Securities Agent State Law Examination
    2009-06-29

View on SEC IAPD

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