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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-02-17
  • VA RA
    APPROVED
    Since 2021-02-17

Branch Locations

10251 Bristow Center Dr, Bristow, VA 20136 • 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 Fairfax VA 06/2010 01/2018
Bb&T Securities, Llc Haymarket VA 01/2018 02/2021
Truist Investment Services, Inc. Middleburg VA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 06/2010 → 01/2018
    Bb&T Investments
    Fairfax, VA
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Haymarket, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Middleburg, VA
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Middleburg, VA
    Bristow, VA
    Washington, DC
    Manassas, VA
    Gainesville, VA
    Charlotte, NC
    Haymarket, VA
    Virginia Beach, VA
    Alexandria, VA
    Richmond, VA
  • 2010-10-29 → 2018-01-02
    Bb&T Investment Services, Inc.
    Manassas, VA
    Haymarket, VA
    Gainesville, VA
    Reston, VA
    Ashburn, VA
    Centreville, VA
    Fairfax, VA
    Herndon, VA
    Herndon, VA
    Reston, VA
    Charlotte, NC
    Fairfax, VA
    Bristow, VA
    Middleburg, VA
    Bristow, VA
    Washington, DC
    Haymarket, VA
Other Businesses

BONAPARTE PROPERTIES LLC POSITION: minority owner (2%) NATURE: For tax purposes, my husband is transitioning his Bonaparte Properties (rental properties) into an LLC. I will be listed as minority owner. Other than that, I will not be involved in this company at all. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 5501 Merchant View Sq. Suite 805, Haymarket VA 20169

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-22
S63 Uniform Securities Agent State Law Examination 2004-03-29
  • S65 Uniform Investment Adviser Law Examination
    2010-10-22
  • S63 Uniform Securities Agent State Law Examination
    2004-03-29
Other Names
  • Haelie Guiney

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