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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-01-10 |
| TX | RA | APPROVED | 2022-10-28 |
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Winston Salem | NC | 01/2012 | 01/2019 |
| Bbtis | Charlotte | NC | 06/2012 | Present |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | Present |
| Bb&T | Charlotte | NC | 01/2019 | Present |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
FOUNDATION FIGHTING BLINDNESS POSITION: Charlotte Chapter President NATURE: Non-Profit that focuses on fundraising and support of the inherited retinal disease community INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: Charlotte NC, United States DESCRIPTION: Help facilitate two events in Charlotte a year. A dinner and a Vision walk to raise funds. Also lead day to day foundation involvement with the Charlotte community to raise awareness.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-12 |
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