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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Richmond | VA | 11/2013 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
GREATSTONE CAMPS LLC POSITION: LLC MEMBER NATURE: PARTNER INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2005 ADDRESS: ENDION ROAD, LLONG LAKE NY 12847 DESCRIPTION: SUMMER VACATION COTTAGES 2721 EAST BROAD ST CONDOMINIUM POSITION: Acting Officer/Treasurer, (unit owner) NATURE: Officer INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2003 ADDRESS: East Broad St, Richmond VA 23223, United States DESCRIPTION: Condominium Association ST PATRICKS CHURCH FINANCE COUNSEL POSITION: Board Member NATURE: Catholic Church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2025 ADDRESS: Richmond VA, United States DESCRIPTION: Review and discuss Church finances, income and expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-30 |
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