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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-12 |
| VA | RA | APPROVED | 2021-02-17 |
Branch Locations
11710 Plaza America Dr Ste 440, Reston, VA 20190 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-13 |
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