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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Charlotte | NC | 03/2016 | 02/2021 |
| Bb&T | Charleston | WV | 03/2016 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Charleston | WV | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
WOMEN FOR LEADERSHIP AND ECONOMIC DEVELOPMENT POSITION: Co-Chair NATURE: Non-Profit Organization for the purpose of empowering, educating, mentoring and supporting women in business INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2023 ADDRESS: Columbus OH, United States DESCRIPTION: Lead the Steering Committee (Board) in the mission of empowering, educating, mentoring and supporting women in business. Provide business support to various committees to include programming, community outreach, and membership. EDUCATION ELEVATORS POSITION: Board Member NATURE: Education Elevators is a program is to elevate the abilities and aspirations of students to make them more confident in themselves and more receptive to learning. Partnerships are made with area business to allow their employees to mentor at risk children in local elementary schools INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/19/2023 ADDRESS: Charleston WV, United States DESCRIPTION: Support the mission of the organization by establishing the organization's vision, mission and direction, defining strategy, monitor and evaluate strategy, and maintain effective relationships with community partners
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-20 |
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