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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-03-02
  • NC RA
    APPROVED
    Since 2021-03-02

Branch Locations

514 Greenville Blvd Fl 2, Greenville, NC 27858-6760 • 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
Raymond James Financial Servivces, Inc. Greenville NC 04/2016 04/2018
First Baptist Church Tarboro NC 02/2009 03/2017
Raymond James Financial Services Advisors Inc. Greenville NC 05/2016 04/2018
Capital Developers, Llc D/B/A Milestone Wealth Greenville NC 04/2016 01/2021
Capital Developers, Llc D/B/A Milestone Wealth Greenville NC 04/2018 01/2021
St. Timothy'S Episcopal Church Greenville NC 03/2017 12/2019
First Baptist Church Ahoskie NC 01/2020 07/2020
Bb&T Securities Greenville NC 01/2021 Present
Truist Investment Services, Inc. Greenville NC 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 03/2021 Present
  • 04/2016 → 04/2018
    Raymond James Financial Servivces, Inc.
    Greenville, NC
  • 02/2009 → 03/2017
    First Baptist Church
    Tarboro, NC
  • 05/2016 → 04/2018
    Greenville, NC
  • 04/2016 → 01/2021
    Capital Developers, Llc D/B/A Milestone Wealth
    Greenville, NC
  • 04/2018 → 01/2021
    Capital Developers, Llc D/B/A Milestone Wealth
    Greenville, NC
  • 03/2017 → 12/2019
    St. Timothy'S Episcopal Church
    Greenville, NC
  • 01/2020 → 07/2020
    First Baptist Church
    Ahoskie, NC
  • 01/2021 → Present
    Bb&T Securities
    Greenville, NC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Greenville, NC
  • 03/2021 → Present
    Atlanta, GA
Previous Registrations
Other Businesses

PIANO STUDIO POSITION: Piano Teacher NATURE: Teaching piano lessons INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1993 ADDRESS: Winterville NC, United States DESCRIPTION: Teaching piano lessons to students FIRST PRESBYTERIAN CHURCH POSITION: Choir Director/Organist NATURE: I am serving as the choir director and organist of the church. INVESTMENT RELATED: No NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: Washington NC, United States DESCRIPTION: I will be directing the Adult Choir and playing the organist and piano for all services and rehearsals.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-03-18
S66 Uniform Combined State Law Examination 2006-03-23
  • S63 Uniform Securities Agent State Law Examination
    2021-03-18
  • S66 Uniform Combined State Law Examination
    2006-03-23
Other Names
  • Belinda Butler

View on SEC IAPD

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