Kevin Lee Loftin

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2018-11-27

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Pj Robb Variable Corp	Charlotte	NC	04/2013	05/2018
Crump Life Insurance Services Dba Bb&T Life Insurance Services	Charlotte	NC	03/2013	05/2018
Suntrust Bank	Atlanta	GA	05/2018	Present
Suntrust Investment Services	Atlanta	GA	05/2018	Present

04/2013 → 05/2018

Pj Robb Variable Corp

Charlotte, NC
03/2013 → 05/2018

Crump Life Insurance Services Dba Bb&T Life Insurance Services

Charlotte, NC
05/2018 → Present

Suntrust Bank

Atlanta, GA
05/2018 → Present

Suntrust Investment Services

Atlanta, GA

2010-06-10 → 2013-02-22

Morgan Stanley

Charlotte, NC

Charlotte, NC

Charlotte, NC

Purchase, NY
2009-07-28 → 2009-11-04

Freitag Financial Group, Llc

Charlotte, NC
2008-07-03 → 2009-05-28

Wells Fargo Advisors Financial Network, Llc

Charlotte, NC

Charlotte, NC
2007-12-17 → 2008-06-11

Bb&T Investment Services, Inc.

Charlotte, NC
2006-04-19 → 2007-08-28

Uvest Financial Services Group, Inc.

Charlotte, NC

Charlotte, NC
2004-04-21 → 2006-04-04

Banc Of America Investment Services, Inc.

Charlotte, NC
2002-08-14 → 2003-10-28

Morgan Stanley Dw Inc.

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-27
S65	Uniform Investment Adviser Law Examination	2002-07-31
S63	Uniform Securities Agent State Law Examination	1998-07-13

Other Firms