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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Florence | SC | 06/2014 | 01/2019 |
| Bb&T Investments | Charlotte | NC | 06/2014 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Florence | SC | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Florence | SC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Florence | SC | 02/2021 | Present |
GREATER FLORENCE HABITAT FOR HUMANITY POSITION: Vice President NATURE: Non profit organization designed to help families in need of a safer home to live in. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 1354 Celebration Blvd., Florence SC 29501 DESCRIPTION: Attend board meetings and sit on various committees within the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-14 |
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