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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

230 Herndon Pkway Fl 2, Herndon, VA 20170 • 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 Bank Herndon VA 01/2009 02/2021
Bb&T Investments Charlotte NC 01/2009 02/2021
Bb&T Securities, Llc Richmond VA 01/2018 02/2021
Truist Investment Services, Inc. Herndon VA 02/2021 Present
Truist Advisory Services, Inc. Herndon VA 02/2021 Present
  • 01/2009 → 02/2021
    Bb&T Bank
    Herndon, VA
  • 01/2009 → 02/2021
    Bb&T Investments
    Charlotte, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Herndon, VA
  • 02/2021 → Present
    Herndon, VA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Herndon, VA
    Richmond, VA
  • 2009-01-26 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Leesburg, VA
    Herndon, VA
  • 2008-03-04 → 2008-12-31
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Leesburg, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-03
S63 Uniform Securities Agent State Law Examination 2000-05-19
  • S66 Uniform Combined State Law Examination
    2008-03-03
  • S63 Uniform Securities Agent State Law Examination
    2000-05-19

View on SEC IAPD

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