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145 King Street Suite 400, Charleston, SC 29401-2229 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-16 |
Branch Locations
145 King Street Suite 400, Charleston, SC 29401-2229 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Richmond | VA | 01/2013 | 03/2021 |
| Suntrust Bank | Atlanta | GA | 12/2019 | 03/2024 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 12/2019 | 03/2024 |
| Suntrust Advisory Services,Inc. | Atlanta | GA | 09/2020 | 03/2024 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 03/2024 |
| Tandem Investment Advisors, Inc. | Charleston | SC | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-15 |
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