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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-12 |
| VA | RA | APPROVED | 2021-02-17 |
Branch Locations
115 N Cameron St Ste 210, Winchester, VA 22601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Winchester | VA | 04/2020 | 02/2021 |
| Highline Partners | Bozeman | MT | 01/2019 | 03/2020 |
| Cardinal Distributing | Bozeman | MT | 04/2018 | 12/2018 |
| N/A | Alexandria | VA | 10/2017 | 03/2018 |
| Alaska Icefield Expeditions | Skagway | AK | 04/2017 | 09/2017 |
| N/A | N/A | 10/2016 | 03/2017 | |
| Alaska Icefield Expeditions | Skagway | AK | 04/2016 | 09/2016 |
| Truist Investment Services, Inc. | Winchester | VA | 02/2021 | 01/2025 |
| Truist Advisory Services, Inc. | Winchester | VA | 02/2021 | Present |
| Truist Investment Services, Inc | Winchester | VA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-07 |
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