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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| VA | RA | APPROVED | 2021-09-30 |
Branch Locations
2304 Langhorne Rd, Lynchburg, VA 24501 • United States
10 S Jefferson St Ste 2100 [V3/V8-Rbo], Roanoke, VA 24011 • United States
17967 Forest Rd, Forest, VA 24551 • United States
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 |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Lynchburg | VA | 08/2016 | 02/2021 |
| Bb&T Securities, Llc | Altavista | VA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Lynchburg | VA | 02/2021 | 09/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 09/2021 |
| Wells Fargo Clearing Services, Llc | Lynchburg | VA | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-09 |
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