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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2021-12-09 |
| TX | RA | APPROVED_RES | 2021-12-08 |
| FL | RA | APPROVED | 2021-02-17 |
Branch Locations
915 Cape Coral Parkway E, Cape Coral, FL 33904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Esterp | FL | 12/2015 | 05/2018 |
| Bb&T Securities, Llc | Estero | FL | 01/2018 | 02/2021 |
| Bbtis | North Port | FL | 05/2018 | 02/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
RENTAL HOME POSITION: Owner/Landlord NATURE: Residential rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: Saint James City FL, United States DESCRIPTION: Manage rental unit. Find tenant, collect rent, call handyman to fix any issues.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-22 |
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