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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-25 |
Branch Locations
1200 Riverplace Blvd Fl 5, Jacksonville, FL 32207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Charlotte | NC | 09/2012 | 02/2021 |
| Bb&T | Greensboro | NC | 12/2014 | 01/2019 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Greensboro | NC | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Greensboro | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
HAYES-TAYLOR MEMORIAL YMCA POSITION: Board Member NATURE: I will be a board member and will attend monthly board meetings and help present ideas to the YMCA on how to better serve the community. The YMCA itself is involved in youth development, healthy living and social responsibility for all in the Greensboro community INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/27/2020 ADDRESS: 2630 E Florida St, Greensboro NC 27401 Rental Property POSITION: Owner NATURE: I am converting my North Carolina home into a rental investment home. I am also planning to create an LLC so that the rental home can be placed into the LLC for liability protection. The purpose of the rental home is to generate additional investments. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/24/2023 ADDRESS: Kernersville NC, United States DESCRIPTION: I will hire a rental company to manage the rental property (e.g. collect rents, hire vendors for maintenance/repairs, select tenants, etc.). RENAE KIMBLE ACADEMY ELEMENTARY CHARTER SCHOOL POSITION: Board member NATURE: This is an attempt to establish a new Charter elementary school in the city. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2024 ADDRESS: Niagara Falls NY, United States DESCRIPTION: Providing advice on the board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-13 |
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