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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-06-08 |
| VA | RA | APPROVED | 2026-04-29 |
Branch Locations
10 Franklin Road Suite 500, Roanoke, VA 24011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Roanoke | VA | 04/2016 | 02/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2015 | 02/2017 |
| Jms Builders Developers Inc. | Buchanan | VA | 02/2017 | 03/2019 |
| Bb&T Securities, Llc | Richmond | VA | 02/2017 | 04/2019 |
| Bb&T Bank | Lynchburg | VA | 02/2017 | 02/2021 |
| Truist Investment Services, Inc. | Lynchburg | VA | 02/2021 | 08/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Roanoke | VA | 08/2022 | 04/2026 |
| Truist Investment Services, Inc | Roanoke | VA | 04/2026 | Present |
| Truist Advisory Services, Inc | Roanoke | VA | 04/2026 | Present |
JACKRABBIT RUN, LLC POSITION: Member NATURE: LLC holds rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/25/2026 ADDRESS: Buchanan VA, United States DESCRIPTION: Manage rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-12 |
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