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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2022-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Martinsburg | WV | 11/2009 | 01/2019 |
| Bb&T Investments | Charlotte | NC | 11/2009 | 01/2018 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Truist | Martinsburg | WV | 01/2019 | Present |
| Truist Investment Services, Inc. | Martinsburg | WV | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
TOWNHOUSE RENTAL POSITION: Trustee/ Owner NATURE: Rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2019 ADDRESS: Stephens City, VA, United States DESCRIPTION: Maintenance and repairs when needed to the property. When a new tenant is needed, a local reality firm helps screen and place applicants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-26 |
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