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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-07 |
| KY | RA | APPROVED | 2021-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Lexington | KY | 10/2014 | Present |
| Truist Investment Services, Inc. | Lexington | KY | 02/2021 | Present |
| Truist Advisory Services, Inc. | Lexington | KY | 03/2021 | Present |
DOWNTOWN LEXINGTON PARTNERSHIP POSITION: Advisory Board Member NATURE: Downtown Lexington Partnership is a non-profit working to build a vibrant and economically powerful downtown in Lexington, KY. As an advisory board member, I will provide general guidance to the Downtown Lexington Partnership at quarterly meetings. Additionally I will volunteer at DLP sponsored events. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/25/2019 ADDRESS: 316 West High Street, Lexington KY 40507
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-11 |
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