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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-29 |
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