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One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-12-18 |
Branch Locations
Highwoods Centre 477 Viking Drive Suite 200, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Ocean Isle Beach | NC | 01/2007 | 01/2019 |
| Bb&T Investments | Charlotte | NC | 01/2007 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Norfolk | VA | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Virginia Beach | VA | 02/2021 | 12/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 12/2023 |
| Davenport & Company Llc | Virginia Beach | VA | 12/2023 | Present |
Skywalker Farms - HORSE BOARDING -POSITION: Home Owner NATURE: My wife and I may be boarding two horse at my personal residence for a fee. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 -Approximate number of hours/month you devote to this outside business activity during business hours: 0. Approximate number of hours/month you devote to this outside business activity during non-business hours: 5-10. Hampton Roads Estate Planning Council - Advisory Board member - networking organization of estate and financial professionals in Hampton Roads. Approximate number of hours/month you devote to this outside business activity during business hours: 1-5. Approximate number of hours/month you devote to this outside business activity during non-business hours: 1-5.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-12 |
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