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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-06-30 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
606 Goldsboro Ave, Virginia Beach, VA 23451 • United States
4376 Lankford Hwy Unit B, Exmore, VA 23350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Onancock | VA | 08/2002 | 03/2019 |
| Suntrust Investment Serives, Inc | Atlanta | GA | 03/2019 | 03/2021 |
| Truist Investment Services, Inc | Atlanta | GA | 03/2021 | 06/2021 |
| Truist Advisory Services, Inc. | Exmore | VA | 05/2021 | 06/2021 |
| Kestra Investment Services Llc | Virginia Beach | VA | 06/2021 | Present |
| Kestra Private Wealth Services Llc | Virginia Beach | VA | 06/2021 | Present |
Business Name: Freedom Fiduciary Advisors Investment Related: Yes Address: 4445 Corporation Lane Suite 218 Virginia Beach VA 23462 Nature of Business: Registered Field Assistant Position, Title or Relationship: Registered Assistant Start Date: 7/14/2021 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Client Servicing, New Accounts, Support Advisors, Set Appointments for new and existing clients. NOTARY POSITION: NOTARY NATURE: NOTARY INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/07/2019 ADDRESS: 4376 LANKFORD HWY, UNIT B, EXMORE VA 23350, United States DESCRIPTION: GRANTED THE AUTHORITY BY THE COMMONWEALTH OF VA TO NOTARIZE DOCUMENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-06 |
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