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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2021-02-17 |
Branch Locations
466 Chestnut Ridge Rd Fl 1, Morgantown, WV 26505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Morgantown | WV | 09/1996 | 02/2021 |
| Bb&T Investment Services, Inc. | Charlotte | NC | 07/2013 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Morgantown | WV | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
Foundation of Monongalia General Hospital POSITION: Board Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: Foundation of Monongalia General Hosptial, 1200 J. D. Anderson Drive, Morgantown WV 26505 PHILANTHROPHY WV POSITION: Board Mamber NATURE: WV Philanthrophy is a 501 1 c 3 organization dedicated to the support of grantmakers and charitable endevors in the state of WV. Our mission is to support Philanthrophy in West Virginia. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: PO Box 1584, Morgantown WV 26505
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-20 |
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