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514 Market Street, Parkersburg, WV 26101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-06-02 |
| WV | RA | APPROVED | 2021-10-29 |
| OH | RA | APPROVED | 2021-10-25 |
Branch Locations
2650 Grand Central Avenue, Vienna, WV 26105 • United States
514 Market Street, Parkersburg, WV 26101 • United States
#1 Rosemar Circle, Parkersburg, WV 26101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Beckley | WV | 09/2016 | 10/2021 |
| Bb&T Securities, Llc | Parkersburg | WV | 01/2018 | 10/2021 |
| Truist Investment Services, Inc. | Parkersburg | WV | 02/2021 | 10/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | 10/2021 |
| United Brokerage Services, Inc. | Parkersburg | WV | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-02-02 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-22 |
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