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41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-17 |
Branch Locations
Home Office Osj - Easton 7 Easton Oval, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Branch Banking And Trust Co. | Raleigh | NC | 06/1998 | 01/2019 |
| Bb&T Investments | Charlotte | NC | 03/2007 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Charlotte | NC | 01/2019 | 02/2021 |
| Suntrust Investment Service, Inc | Atlanta | GA | 12/2018 | 02/2021 |
| Suntrust Bank | Charlotte | NC | 12/2019 | 02/2021 |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | 01/2024 |
| Truist Advisory Services, Inc. | Charlotte | NC | 02/2021 | 01/2024 |
| The Huntington Investment Company | Columbus | OH | 01/2024 | Present |
IF: GATHERING POSITION: Board Member NATURE: IF: Gathering exists gather, equip, and unleash the next generation of women to live out their purpose by providing tools and resources to encourage women in their faith. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 09/25/2019 ADDRESS: 7616 Lyndon B Johnson FWY, ST 800, Dallas TX 75251 DESCRIPTION: Help with program development, donor development, fundraising, and support of staff. CARMEL CHRISTIAN SCHOOL POSITION: Vice-chair / Strategy committee chair NATURE: K - 12 Private School INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: Matthews NC, United States DESCRIPTION: Provide strategic direction to the school. Create and oversee the development of 5 year strategic plan to grow the school. Choose and evaluate the head of school, but will not be involved in the operational decisions of the school. Oversee and approve the budget.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-04-24 |
| S65 | Uniform Investment Adviser Law Examination | 2001-09-04 |
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