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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-10-16 |
Branch Locations
1340 Broadcasring Rd Ste 200, Wyomissing, PA 19601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Reading | PA | 04/2006 | 08/2017 |
| Wells Fargo Advisors Llc | Allentown | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Allentown | PA | 11/2016 | 08/2017 |
| Bb&T Investments | Charlotte | NC | 08/2017 | Present |
| Bb&T Bank | Wyomissing | PA | 08/2017 | Present |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | Present |
| Suntrust Investment Services, Inc. | Atlanta | GA | 10/2020 | Present |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 10/2020 | Present |
| Truist Investment Services, Inc. | Wyomissing | PA | 02/2021 | Present |
HISTORIC BETHLEHEM MUSEUMS SITES POSITION: Board of Trustees - Member NATURE: The board's mission is to "bring history to life by education the public about Bethlehem's rich heritage, by preserving historic sites, and by collecting, preserving, and exhibiting historical and artistic objects that can be used to tell the stories of Bethlehem's people." INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/18/2019 ADDRESS: 74 W Broad St, Suite 310, Bethelehem PA 18018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-10 |
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