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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| VA | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2024-07-10 |
| FL | RA | APPROVED | 2024-06-21 |
Branch Locations
2502 N. Rocky Point Drive Suite 180, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Charlotte | NC | 06/2012 | 02/2021 |
| Bb&T Bank | Winston-Salem | NC | 01/2012 | 01/2019 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Tampa | FL | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Tampa | FL | 02/2021 | 06/2024 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 06/2024 |
| Cary Street Partners Llc | Tampa | FL | 06/2024 | Present |
| Cary Street Partners Investment Advisory Llc | Tampa | FL | 06/2024 | Present |
THE CHILDREN'S DREAM FUND POSITION: Board Member NATURE: The CDF is a wish-granting organization for children with life-threatening illnesses in the greater Tampa Bay area. I started my first term as a board member in February of 2020, where I will assist with fund development. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2020 ADDRESS: 200 Central Ave Suite 410, St. Petersburg FL 33701 LEADERSHIP TAMPA BAY POSITION: Board Member NATURE: Leadership Tampa Bay is a regional leadership program that has been operating in the greater Tampa Bay region for over 30 years. Their mission is to engage class members with businesses and community leaders to enhance their knowledge of regional assets and issues. The program is designed not only to identify regional strengths and build on them, but to delve into issues facing our region and explore ways to bridge our differences. INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2020 ADDRESS: P.O. Box 1315, Tampa FL 33601 INLET SHORE TOWNHOMES ASSOCIATION, INC. POSITION: HOA Treasurer. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITY TRADING HOURS: 0 START DATE: ADDRESS: 6301 MEMORIAL HIGHWAY SUITE 103, TAMPA, FL 33615
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-12 |
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