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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-09-30 |
Branch Locations
110 Franklin Road Se Suite 500, Roanoke, VA 24011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Roanoke | VA | 06/2019 | 02/2021 |
| Longwood University Athletics | Farmville | VA | 08/2018 | 05/2019 |
| Bb&T Securities | Roanoke | VA | 05/2018 | 08/2018 |
| Longwood University | Farmville | VA | 08/2017 | 05/2018 |
| Virginia Amateur Sports | Roanoke | VA | 05/2017 | 08/2017 |
| Spectrum Sports Academy | Roanoke | VA | 03/2013 | 05/2017 |
| Truist Investment Services, Inc. | Roanoke | VA | 02/2021 | 09/2021 |
| Truist Advisory Services, Inc. | Roanoke | VA | 02/2021 | 09/2021 |
| Janney Montgomery Scott Llc | Roanoke | VA | 09/2021 | Present |
Longwood University Foundation Board, Farmville, VA. The foundation supports the activities and operation of Longwood University. Foundation Fellow (07/2023) - Attend Foundation meetings and give input on key resolutions, tactics, and strategies. The Fellowship does not have voting rights. Not investment related, not compensated, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-23 |
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