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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-04 |
| TX | RA | APPROVED | 2024-01-04 |
Branch Locations
1055 Military Cutoff Road Suite 200, Wilmington, NC 28405-4367 • United States
Wilmington, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investments | Charlotte | NC | 01/2009 | 01/2021 |
| Bb&T Bank | Wilmington | NC | 01/2009 | 01/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 01/2021 |
| Bb&T Securities | Wilmington | NC | 01/2021 | 02/2021 |
| Truist Investment Services, Inc. | Wilmington | NC | 02/2021 | 01/2024 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 01/2024 |
| Rbc Capital Markets, Llc | Wilmington | NC | 01/2024 | Present |
NAME OF ENTITY: Port City Community Church ADDRESS: 250 Vision Drive, Wilmington, NC 28403 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Religious Institution START DATE: 01.01.25 CAPACITY: Board of Directors DUTIES: I advise on budgets, use of funds, and other business functions of the church. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-05-12 |
| S65 | Uniform Investment Adviser Law Examination | 2001-12-07 |
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