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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2021-02-17 |
Branch Locations
300 Summer St Suite 620, Charleston, WV 25301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Branch Banking And Trust Co | Charleston | WV | 03/1999 | 10/2016 |
| Gkvf, Inc | Charleston | WV | 11/2016 | 04/2017 |
| Bb&T Securities | Charleston | WV | 06/2017 | Present |
| Truist Investment Services, Inc. | Charleston | WV | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
CAPITAL HIGH SCHOOL POSITION: Head Coach NATURE: Head Coach-Girls Lacrosse INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: Capital High School, 1500 Greenbrier Street, Charleston WV WV 25311
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-17 |
| S65 | Uniform Investment Adviser Law Examination | 2002-10-26 |
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