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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-24 |
| TX | RA | APPROVED_RES | 2019-10-18 |
| VA | RA | APPROVED | 2016-09-27 |
Branch Locations
1500 Koger Center Blvd, North Chesterfield, VA 23235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Securities, Inc | Richmond | VA | 06/2004 | 02/2021 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2021 |
| Truist Advisory Services, Inc. | Richmond | VA | 02/2021 | Present |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | Present |
LADYBELLA DESIGNS LLC POSITION: Member NATURE: Wife is starting a custom laser engraving, wood cutting, jewelry making, home decor business. It is being setup as an LLC with her and I as the only employees and members. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2023 ADDRESS: Moseley VA, United States DESCRIPTION: My wife will be running the company on a day-to-day basis. We are both listed as members of the LLC so the surviving spouse retains control if something happens to one of us. I will be there to help when needed, or to help with financials (check writing, tax reporting, etc).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-21 |
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