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302 Washington Ave. Sw, Roanoke, VA 24016-4312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-04-27 |
Branch Locations
302 Washington Ave. Sw, Roanoke, VA 24016-4312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Roanoke | VA | 01/2007 | 03/2017 |
| Bb&T Investments | Charlotte | NC | 01/2007 | Present |
| Beacon Wealth Consultants, Inc. | Roanoke | VA | 04/2017 | Present |
Independent contractor for life insurance, long term care insurance, and fixed annuity sales. Investment related; Roanoke, VA; 100% ownership. Expecting to start this business May of 2017. 1 hour per month may be devoted to this business during securities trading hours or at other times during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-31 |
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