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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-03
VA RA APPROVED 2021-02-17
  • TX RA
    APPROVED
    Since 2023-04-03
  • VA RA
    APPROVED
    Since 2021-02-17

Branch Locations

22550 Davis Dr Fl 2, Sterling, VA 20164 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Investments Sterling VA 07/2014 02/2021
Bb&T Securities, Llc Ashburn VA 01/2018 02/2021
Truist Investment Services, Inc. Ashburn VA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 07/2014 → 02/2021
    Bb&T Investments
    Sterling, VA
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Ashburn, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Ashburn, VA
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Washington, DC
    South Riding, VA
    Sterling, VA
    Ashburn, VA
    Charlotte, NC
    Chantilly, VA
    Herndon, VA
    Fairfax, VA
    Centreville, VA
    Virginia Beach, VA
    Rockville, MD
    Richmond, VA
  • 2011-12-20 → 2018-01-02
    Bb&T Investment Services, Inc.
    Sterling, VA
    Ashburn, VA
    Charlotte, NC
    Manassas, VA
    Washington, DC
    Mclean, VA
    South Riding, VA
    Ashburn, VA
    Leesburg, VA
    Hamilton, VA
Other Businesses

NORWOOD CT PROPERTY POSITION: Owner NATURE: Rental Property - Personal owned property - receive rental income and manage tenants and property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: Sterling VA, United States DESCRIPTION: Landlord/Maintenance manager of the property NETTLE TREE CT POSITION: Homeowner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2024 ADDRESS: Sterling VA, United States DESCRIPTION: Manage and maintain property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-15
  • S66 Uniform Combined State Law Examination
    2011-12-15
Designations
Other Names
  • Teresa Shaffer

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