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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2022-10-28 |
| NC | RA | APPROVED | 2021-03-02 |
Branch Locations
3318 W Friendly Ave Fl 3, Greensboro, NC 27410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Charlotte | NC | 05/2004 | 02/2021 |
| Bb&T Securities, Llc | Greensboro | NC | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Greensboro | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | Present |
NORTHERN ROOTS COFFEEHOUSE, LLC POSITION: Consultant NATURE: This is a coffeehouse located in downtown Greensboro, NC. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: Greensboro NC, United States DESCRIPTION: Helping coffeehouse with general business advice. SMO, LLC POSITION: N/A NATURE: Vending business. Vending machines. My role is strictly financial. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/17/2024 ADDRESS: Greensboro NC, United States DESCRIPTION: Strictly a financial contributor. Zero hours working.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-14 |
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