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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 2020-11-16
  • NC RA
    APPROVED
    Since 2020-11-16

Branch Locations

110 S Stratford Rd Fl 5, Winston-Salem, NC 27104 • 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
Scott & Stringfellow, Inc. Greensboro NC 10/2007 Present
Bb&T Securities, Llc Greensboro NC 01/2013 Present
Suntrust Investment Services, Inc. Atlanta GA 12/2019 Present
Suntrust Bank Atlanta GA 12/2019 Present
Suntrust Advisory Services, Inc. Atlanta GA 11/2020 Present
Truist Investment Services, Inc. Winston-Salem NC 02/2021 Present
  • 10/2007 → Present
    Scott & Stringfellow, Inc.
    Greensboro, NC
  • 01/2013 → Present
    Bb&T Securities, Llc
    Greensboro, NC
  • 12/2019 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 12/2019 → Present
    Suntrust Bank
    Atlanta, GA
  • 11/2020 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Winston-Salem, NC
Previous Registrations
  • 2013-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Greensboro, NC
    Winston-Salem, NC
    High Point, NC
    Richmond, VA
  • 2007-10-31 → 2013-01-02
    Scott & Stringfellow, Llc
    Greensboro, NC
  • 2004-01-02 → 2007-10-17
    Greensboro, NC
    Greensboro, NC
    Greensboro, NC
    Winston Salem, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-30
S63 Uniform Securities Agent State Law Examination 2002-05-29
  • S66 Uniform Combined State Law Examination
    2003-05-30
  • S63 Uniform Securities Agent State Law Examination
    2002-05-29

View on SEC IAPD

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