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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Capital Management Llc | Raleigh | NC | 12/2022 | 07/2024 |
| Truist Investment Services, Inc | Raleigh | NC | 03/2025 | 07/2026 |
| Truist Bank | Raleigh | NC | 02/2024 | 07/2026 |
| Bb&T Institutional Investment Advisers, Inc. | Raleigh | NC | 06/2011 | 12/2020 |
| Branch Banking And Trust Company | Raleigh | NC | 06/2016 | 12/2019 |
| Truist Bank | Raleigh | NC | 12/2019 | 02/2024 |
| Truist Investment Services, Inc. | Raleigh | NC | 07/2026 | Present |
| Truist Bank | Raleigh | NC | 07/2026 | Present |
| Truist Advisory Services, Inc | Raleigh | NC | 10/2025 | Present |
NORTH CAROLINA ADAPTED SPORTS POSITION: Board member NATURE: North Carolina Adapted Sports (NCAS) offers programs for athletes with physical disabilities. Founded in 2022, NCAS is a volunteer & community driven, 501(c)3 non-profit organization. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2025 ADDRESS: Cary NC, United States DESCRIPTION: Historical duties as board member, since May 2023, involved general advice on programing, operations, fundraising, budgeting, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-14 |
| S66 | Uniform Combined State Law Examination | 2007-12-20 |
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