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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-07-20 |
Branch Locations
110 Franklin Road Se Suite 500, Roanoke, VA 24011 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Roanoke | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Roanoke | VA | 02/2021 | 07/2021 |
| Truist Advisory Services, Inc. | Roanoke | VA | 02/2021 | 07/2021 |
| Janney Montgomery Scott Llc | Roanoke | VA | 07/2021 | Present |
1. Sigma Chi Foundation Board of Governors; Investment related; 1714 Hinman Ave, Evanston, IL 60201; Non-profit; Board of Governors Member; Start date: 10/15/2020; 4hrs month/0.05 per day; Advice and Oversight of Foundation Mission 2. Roanoke College, Roanoke, VA. President's Advisory Board: Board Member, Advisory role to provide feedback to Roanoke College Leadership as well as to serve as a sounding board for potential action. Not compensated, 1 hr/month, not investment related. 3. Roanoke College, Roanoke, VA. Attendee: Planned Giving Advisory Board. Collection of estate attorneys, CPAs, and financial service professionals who may deal with clients with an affinity for Roanoke College. No duties - semi-annual social lunches. 4. Horizons Huntsman Leadership Summit, Evanston, IL. Board Member: Value based leadership development program. Provide guidance and respond to feedback as it relates to a week-long experiential values-based leadership program for rising college sophomores. Not compensated, 1 hr/month, not investment related, start 06/2013. 5. Life Ring Foundation, Roanoke, VA. Committee Member (07/2023) - Assist in planning of annual charity golf outing. Assist in securing teams and sponsors for weekend golf outing. Not investment related, not compensated, 1 hour/month. 6. Sigma Chi Fraternity, Evanston, IL. Executive Board Director / Grand quaestor (05/1996) - General board oversight and strategic planning. Not investment related, not compensated, 3 hours/month. 7. Roanoke Regional Chamber of Commerce, Roanoke, VA. Vice Chair (07/2026) - Build team to encourage membership. Not investment related, not compensated, 3 hrs/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-18 |
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