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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-09 |
| LA | RA | APPROVED | 2018-12-20 |
| VA | RA | APPROVED | 2016-09-21 |
Branch Locations
4801 Courthouse Street Suite 100, Williamsburg, VA 23188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Atlanta | GA | 12/2004 | Present |
| Truist Advisory Services, Inc | Atlanta | GA | 09/2016 | Present |
RENTAL HOUSE 7217 CANAL POSITION: Joint Owner NATURE: Rental Home INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2004 ADDRESS: , Lanexa VA , United States DESCRIPTION: Collections of rent/payment of property owner bills RENTAL PROPERTY 7219 CANAL POSITION: Joint owner NATURE: Previous home became a rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: , Lanexa VA , United States DESCRIPTION: Collection of rents and paying property owner bills RENTAL PROPERTY 7205 OTEY POSITION: Joint owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: , Lanexa VA , United States DESCRIPTION: Collection of rents and paying property owner bills
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-10 |
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