Best Investors Account Sign in
Claim This Profile
Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-05-20
  • NC RA
    APPROVED
    Since 2020-05-20

Branch Locations

10 Woodfin Street, Asheville, NC 28801 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Bbtis Charlotte NC 09/2011 12/2019
Bb&T Bank Asheville NC 09/2011 01/2019
Bb&T Securities, Llc Richmond VA 01/2018 12/2019
Bb&T Asheville NC 01/2019 12/2019
Infinex Investments, Inc. Meriden CT 04/2020 Present
Unemployed Biltmore Lake NC 01/2020 03/2020
Hometrust Bank S NC 04/2020 Present
  • 09/2011 → 12/2019
    Bbtis
    Charlotte, NC
  • 09/2011 → 01/2019
    Bb&T Bank
    Asheville, NC
  • 01/2018 → 12/2019
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → 12/2019
    Bb&T
    Asheville, NC
  • 04/2020 → Present
    Infinex Investments, Inc.
    Meriden, CT
  • 01/2020 → 03/2020
    Unemployed
    Biltmore Lake, NC
  • 04/2020 → Present
    Hometrust Bank
    S, NC
Previous Registrations
  • 2018-01-02 → 2019-12-16
    Bb&T Securities, Llc
    Charlotte, NC
    Asheville, NC
  • 2013-05-07 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Asheville, NC
Other Businesses

1.)CHILDREN'S FIRST/COMMUNITIES IN SCHOOLS POSITION: FINANCE COMMITTEE MEMBER NATURE: I SERVE ON THE FINANCE COMMITTEE FOR THIS ORGANIZATION. INVESTMENT RELATED: NO NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2014 ADDRESS: 50 SOUTH FRENCH BROAD AVE, SUITE 246, ASHEVILLE NC 28801 DESCRIPTION: CHILDREN FIRST/COMMUNITIES IN SCHOOLS IS A LOCAL NON-PROFIT COMMITTED TO ADVOCATING AND EMPOWERING CHILDREN AND FAMILIES LIVING IN POVERTY. 2.) HomeTrust bank. Banking. yes, Investment related. Started March 2020. VP - Director of professional Banking and Investment services. Approx 200 hours per month. approx 136 during trading hours. 3.) RiverLink. Not investment related. Started Jan 2020. Approx 5 hours per month. Board treasurer. promotes environmental and economic vitality of the french Broad river.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-02
S63 Uniform Securities Agent State Law Examination 2013-02-28
  • S65 Uniform Investment Adviser Law Examination
    2013-05-02
  • S63 Uniform Securities Agent State Law Examination
    2013-02-28
Other Names
  • Linda Susan Bolden
  • Linda Puryear

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Asheville, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor