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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Greencastle | PA | 11/2015 | 01/2018 |
| Bb&T Securities, Llc | Greencastle | PA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Greencastle | PA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
DOUGLAS & MICHELLE SEVILLE FARM POSITION: OWNER NATURE: Purchase of farm with rental income; will receive rental income for the farm and also rent from one of the residential properties located on the farm. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2019 ADDRESS: 7241 Charlestown Road, Mercersburg PA 17236 THE TUSCARORA LUTHERAN PARISH POSITION: Lay minister / worship leader NATURE: Church / place of worship / non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2025 ADDRESS: Greencastle PA, United States DESCRIPTION: Lead worship service on Sunday. Visit homebound congregation members in evening.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-10 |
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