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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

1525 N Main St, Suffolk, VA 23434 • 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
Bbtis Suffolk VA 07/2015 02/2021
Bb&T Securities, Llc Wakefield VA 01/2018 02/2021
Truist Investment Services, Inc. South Hill VA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 07/2015 → 02/2021
    Bbtis
    Suffolk, VA
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Wakefield, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    South Hill, VA
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Suffolk, VA
    Smithfield, VA
    Wakefield, VA
    Virginia Beach, VA
    Suffolk, VA
    Franklin, VA
    South Hill, VA
    Emporia, VA
    Blackstone, VA
    Richmond, VA
  • 2014-04-29 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Suffolk, VA
    Virginia Beach, VA
    Suffolk, VA
    Franklin, VA
    Smithfield, VA
    Wakefield, VA
Other Businesses

AIRBNB - OUTER BANKS COTTAGE POSITION: Property Owner NATURE: AirBnB is a rental platform in which we will use to rent out our family beach cottage for profit. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: Kill Devil Hills NC, United States DESCRIPTION: Residential rental property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-28
S63 Uniform Securities Agent State Law Examination 2011-10-11
  • S66 Uniform Combined State Law Examination
    2014-04-28
  • S63 Uniform Securities Agent State Law Examination
    2011-10-11

View on SEC IAPD

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