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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-09 |
Branch Locations
5369 Ballantyne Commons Pkwy, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Charlotte | NC | 09/2007 | 07/2017 |
| Bb&T Investment Services, Inc. | Charlotte | NC | 12/2012 | 07/2017 |
| Bb&T Bank | Gastonia | NC | 07/2017 | 01/2019 |
| Bb&T Investments | Charlotte | NC | 07/2017 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Gastonia | NC | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Gastonia | NC | 02/2021 | 09/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 09/2023 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 01/2024 | 02/2024 |
| Wells Fargo Bank, Na | Charlotte | NC | 01/2024 | 02/2024 |
| Unemployed | Charlotte | NC | 10/2023 | 01/2024 |
| Fifth Third Bank | Charlotte | NC | 02/2024 | 03/2026 |
| Fifth Third Securities | Charlotte | NC | 02/2024 | 03/2026 |
| Truist Investment Services, Inc | Charlotte | NC | 04/2026 | Present |
| Truist Advisory Services, Inc | Charlotte | NC | 04/2026 | Present |
ZIFKO RENTAL PROPERTIES POSITION: Owner NATURE: Long term residential real estate rental properties in the Charlotte area. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2021 ADDRESS: Charlotte NC, United States DESCRIPTION: I help my wife maintain our properties when needed & run the finances. My wife Summer manages all of the leases, upkeep and maintenance. CASM PROPERTIES LLC POSITION: Owner NATURE: Real Estate holding company for residential properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/20/2024 ADDRESS: Charlotte NC, United States DESCRIPTION: This LLC was established to hold our investment properties. I maintain its status with the state.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-03 |
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