Best Investors Account Sign in
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-02
NC RA APPROVED 2021-02-17
  • TX RA
    APPROVED_RES
    Since 2024-04-02
  • NC RA
    APPROVED
    Since 2021-02-17

Branch Locations

3070 Union Rd Fl 1, Gastonia, NC 28052 • 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 Charlotte NC 07/2016 01/2019
Bbtis Charlotte NC 07/2016 01/2018
Bb&T Securities, Llc Richmond VA 01/2018 10/2020
Bb&T Charlotte NC 01/2019 10/2020
Suntrust Investment Services, Inc Atlanta GA 12/2019 10/2020
Suntrust Bank Charlotte NC 12/2019 10/2020
Bb&T Securities, Llc. Gastonia NC 10/2020 02/2021
Truist Investment Services, Inc. Charlotte NC 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 07/2016 → 01/2019
    Bb&T
    Charlotte, NC
  • 07/2016 → 01/2018
    Bbtis
    Charlotte, NC
  • 01/2018 → 10/2020
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → 10/2020
    Bb&T
    Charlotte, NC
  • 12/2019 → 10/2020
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 12/2019 → 10/2020
    Suntrust Bank
    Charlotte, NC
  • 10/2020 → 02/2021
    Bb&T Securities, Llc.
    Gastonia, NC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Charlotte, NC
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Charlotte, NC
    Gastonia, NC
    Richmond, VA
  • 2016-09-02 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Charlotte, NC
Other Businesses

VIVIAN BETH LLC POSITION: Member/Manager NATURE: Rental property LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2020 ADDRESS: Front Beach Rd., Panama City Beach FL 32407 RENTAL -ORLANDO POSITION: Owner NATURE: This will be an investment property held in our personal names. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2021 ADDRESS: Orlando FL, United States DESCRIPTION: Owner of property. Work with a Property Manager for short term rental of this property. We are responsible for paying the mortgage and repairs that will be needed. RENTAL PROPERTY-BLOWING ROCK POSITION: Landlord NATURE: Rental property (Chetola Lake Drive, Blowing Rock, NC) held jointly with spouse. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2022 ADDRESS: Blowing Rock NC, United States DESCRIPTION: Manage rental property RENTAL -PIGEON FORGE POSITION: Owner NATURE: Rental property (Alpine Mountain Way, Pigeon Forge, TN) held jointly with spouse. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2018 ADDRESS: Pigeon Forge TN, United States DESCRIPTION: Owner of rental home. The TN property is managed by a property manager since we are not local. RENTAL GATLINBURG POSITION: Owner NATURE: Condo used as a short-term rental property (Baskins Creek Rd., Gatlinburg, TN) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2022 ADDRESS: Gatlinburg TN, United States DESCRIPTION: Landlord RENTAL PROPERTY 2ND AVE DEAD MANS FLAT ALBERTA CANADA POSITION: Owner NATURE: Short term rental real estate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/29/2024 ADDRESS: Belmont NC, United States DESCRIPTION: Short Term Rental in Alberta Canada. This will be managed by a property manager, and I will handle the paying of expenses and annual tax reconciliation

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-02
S63 Uniform Securities Agent State Law Examination 2016-03-28
  • S65 Uniform Investment Adviser Law Examination
    2016-09-02
  • S63 Uniform Securities Agent State Law Examination
    2016-03-28

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Gastonia, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor