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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 01/2015 | 03/2019 |
| Bessemer Trust | Washington | DC | 03/2019 | 02/2021 |
| Truist Investment Services, Inc. | Raleigh | NC | 08/2021 | Present |
| Truist Advisory Services, Inc. | Raleigh | NC | 08/2021 | Present |
| Unemployed | Pittsboro | NC | 02/2021 | 08/2021 |
CASA POSITION: Board Member NATURE: Providing access to affordable housing for homeless, veterans, and low-income/at risk members of the community. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2022 ADDRESS: Raleigh NC, United States DESCRIPTION: Member of the Board - help with internal committees and volunteer time/efforts for the non-profit.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-30 |
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