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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-17 |
| VA | RA | APPROVED | 2025-09-17 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Alexandria | VA | 05/2015 | 02/2021 |
| Truist Investment Services, Inc. | Alexandria | VA | 02/2021 | 09/2025 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 09/2025 |
| Rbc Capital Markets, Llc | Vienna | VA | 09/2025 | Present |
RENTAL PROPERTY POSITION: Owner NATURE: Seasonal Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2019 ADDRESS: Holden Beach NC 28462 DESCRIPTION: Maintain and rent property on VRBO. RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2021 ADDRESS: Snowshoe WV , United States DESCRIPTION: Maintain rental property NAME OF ENTITY: RENTAL PROPERTY ADDRESS: 5736 6th St N, Arlington, NC 22205 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Assets/Products START DATE: Aug 24, 2019 CAPACITY: Owner DUTIES: Maintain and rent property HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-04 |
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