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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-17 |
Branch Locations
2510 Santa Barbara Blvd, Cape Coral, FL 33914 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services | Fort Myers | FL | 06/2008 | 01/2018 |
| Bb&T Securities, Llc | Lehigh Acres | FL | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Port Charlotte | FL | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
FORT MYERS BEACH SMOKE SHOP POSITION: PART OWNER NATURE: PARTNER INVESTMENT RELATED: NO NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 0 START DATE: 09/17/2013 ADDRESS: 1660 ESTERO BLVD, UNIT B, FORT MYERS BEACH FL 33931 DESCRIPTION: THIS BUSINESS WOULD RETAIL CIGARS AT A STORE ON FORT MYERS BEACH. RENTAL PROPERTIES POSITION: Owner NATURE: Owner/Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: 1217 SW 13th Street, Cape Coral FL 33991 DESCRIPTION: Rental of Real Estate properties that I own. Three rental properties: 1412 Santa Barbara Blvd, Unit A, Cape Coral, FL 33991; 1412 Barbara Blvd, Unit B, Cape Coral, FL 33991; 1412 Santa Barbara Blvd, Unit C, Cape Coral, FL 33991.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-10 |
| S66 | Uniform Combined State Law Examination | 2004-01-08 |
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