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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-03-22 |
| TX | RA | APPROVED_RES | 2021-03-22 |
Branch Locations
204 Malloy Street Suite B, Goldsboro, NC 27534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Goldsboro | NC | 04/2011 | 05/2018 |
| Bb&T | Goldsboro | NC | 05/2018 | 01/2019 |
| Bbtis | Charlotte | NC | 05/2018 | 02/2021 |
| Bbtsec | Richmond | VA | 05/2018 | 02/2021 |
| Bb&T | Goldsboro | NC | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Goldsboro | NC | 02/2021 | 03/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 03/2021 |
| Janney Montgomery Scott Llc | Goldsboro | NC | 03/2021 | Present |
1. Wayne County Chamber of Commerce - Military Affairs Committee, Goldsboro, NC; Not Investment Related; Position/Title: Steering Committee Member; Duties: Advocate for Military Community; Devotes: 5 hours/month; Not compensated. 2. Wayne County NC ABC. Appointed by the Wayne County Board of Commissioners. Board Member (06/2024) - three-year appointment; Advisory in nature/ no direct management. Compensated, not investment related, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-14 |
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