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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Columbia | SC | 01/2009 | 01/2019 |
| Bb&T Investment Services, Inc. | Charlotte | NC | 01/2009 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Columbia | SC | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Columbia | SC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
THE CITADEL REAL ESTATE FOUNDATION POSITION: Board of Directors NATURE: Manage the Real Estate Assets of The Citadel Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2023 ADDRESS: Charleston SC, United States DESCRIPTION: Board member directing the management of real estate assets. PRISMA FOUNDATION BOARD POSITION: Board Member NATURE: Foundation Board for Prisma Hospital System. INVESTMENT RELATED: No NUMBER OF HOURS: 11 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: Columbia SC, United States DESCRIPTION: Community Support of Prisma Hospital System
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-05-28 |
| S65 | Uniform Investment Adviser Law Examination | 2003-06-04 |
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