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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-05 |
| VA | RA | APPROVED | 2016-09-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc | Atlanta | GA | 11/2013 | Present |
| Truist Bank | Richmond | VA | 10/2013 | Present |
| Truist Advisory Services | Atlanta | GA | 08/2016 | Present |
POSITION: N/A NATURE: RENTAL PROPERTY INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 02/01/2011 ADDRESS: HENRICO VA DESCRIPTION: RENTAL PROPERTY, NO SPECIFIC DUTIES REQUIRED. POSITION: OWNER OF PROPERTY NATURE: RENTAL PROPERTY INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 05/08/2014 ADDRESS: HENRICO VA DESCRIPTION: RENTAL PROPERTY NEAR HOME. CENTRAL VIRGINIA CHINESE SCHOOL POSITION: Board Member NATURE: It's a non-profit organization focus on promoting Chinese and other Asian culture and offer a Sunday School for language education and culture nurturing. We also organize events on a regular basis such as the Lunar New Year Celebration, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2025 ADDRESS: Richmond VA, United States DESCRIPTION: Helping with events and Sunday school.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-23 |
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