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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-11-29 |
Branch Locations
305 East Jefferson Street, Charlottesville, VA 22902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services Inc | Atlanta | GA | 01/2020 | 06/2022 |
| Suntrust Bank | Charlottesville | VA | 01/2020 | 06/2022 |
| Bank Of America | Charlottesville | VA | 07/2015 | 10/2016 |
| Suntrust Bank | Charlottesville | VA | 10/2016 | 01/2020 |
| First Citizens Bank | Charlottesville | VA | 07/2022 | 11/2023 |
| First Citizens Investor Services | Raleigh | NC | 07/2022 | 11/2023 |
| Truist Investment Services, Inc | Charlottesville | VA | 11/2023 | Present |
| Truist Advisory Services, Inc | Charlottesville | VA | 11/2023 | Present |
Rental Property; 1095 Earlysville Forest Dr., Earlysville VA 22936; Owner; Began 07/2019; Maintenance of property; 2 hours/month and 0 hours /month during trading hours; Compensation is rental payments; Non-Investment Related; Business is not a client of the Firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-30 |
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