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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-04-12
VA RA APPROVED 2021-02-17
  • TX RA
    APPROVED
    Since 2021-04-12
  • VA RA
    APPROVED
    Since 2021-02-17

Branch Locations

11710 Plaza America Dr Ste 440, Reston, VA 20190 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Investments Charlotte NC 04/2006 02/2021
Bb&T Securities, Llc Great Falls VA 01/2018 02/2021
Truist Investment Services, Inc. Great Falls VA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 04/2006 → 02/2021
    Bb&T Investments
    Charlotte, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Great Falls, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Great Falls, VA
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Reston, VA
    Herndon, VA
    Charlotte, NC
    Fairfax, VA
    Great Falls, VA
    Washington, DC
    Reston, VA
    Virginia Beach, VA
    Alexandria, VA
    Richmond, VA
  • 2006-04-18 → 2018-01-02
    Bb&T Investment Services, Inc.
    Reston, VA
    Herndon, VA
    Reston, VA
    Centreville, VA
    Fairfax, VA
    Herndon, VA
    Reston, VA
    Falls Church, VA
    Fairfax, VA
    Annandale, VA
    Falls Church, VA
    Mclean, VA
    Falls Church, VA
    Falls Church, VA
    Mclean, VA
    Falls Church, VA
    Mclean, VA
    Mclean, VA
    Arlington, VA
    Falls Church, VA
    Vienna, VA
    Charlotte, NC
    Reston, VA
    Reston, VA
    Fairfax, VA
    Reston, VA
    Charlotte, NC
    Fairfax, VA
    Herndon, VA
    Charlotte, NC
    Annandale, VA
    Centreville, VA
    Fairfax, VA
    Chantilly, VA
    Fairfax, VA
    Fairfax, VA
    Clifton, VA
    Burke, VA
    Alexandria, VA
    Vienna, VA
    Springfield, VA
    Great Falls, VA
    Washington, DC
    Reston, VA
    Alexandria, VA
  • 2005-03-30 → 2006-03-23
    Morgan Stanley Dw Inc.
    Reston, VA
    Reston, VA
Other Businesses

RENTAL PROPERTY POSITION: Owner NATURE: Owner/Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2017 ADDRESS: 2221 Lovedale LN, Unit 203, Reston VA 20191 DESCRIPTION: Rental Property CHESTNUT GROVE SQUARE, UNIT 155 POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/08/2022 ADDRESS: , Reston VA , United States DESCRIPTION: Owner, hand day to day to a property manager

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-17
S63 Uniform Securities Agent State Law Examination 2004-08-13
  • S65 Uniform Investment Adviser Law Examination
    2004-12-17
  • S63 Uniform Securities Agent State Law Examination
    2004-08-13
Designations

View on SEC IAPD

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