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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-09-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services | Atlanta | GA | 01/2015 | Present |
| Truist Advisory Services | Atlanta | GA | 09/2016 | Present |
RIVER ROOTS LLC POSITION: Member NATURE: LLC established to hold purchased property for the purpose of renting said property. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/19/2022 ADDRESS: Bassett VA, United States DESCRIPTION: Purchasing and setting up properties for rental. 143 PRITT PLACE LANE POSITION: Co-Owner NATURE: Personal Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: Bassett VA, United States DESCRIPTION: Hire contractor to repair property and oversee property being rented. NETHERTON OUTDOORS POSITION: Owner NATURE: Agriculture and misc. operations on property that I own. Ex. Farming of Mushrooms or Harvesting of Honey INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2024 ADDRESS: Hillsborough NC, United States DESCRIPTION: Working land owned by sole prop. Agricultural activities. Possible additional undeveloped land purchase in future.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-03 |
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