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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-18 |
Branch Locations
Virginia Beach, VA • United States
999 Waterside Drive Suite 2220, Norfolk, VA 23510 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Norfolk | VA | 05/2011 | 02/2021 |
| Bb&T Investments | Charlotte | NC | 05/2011 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Virginia Beach | VA | 02/2021 | 05/2025 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 05/2025 |
| Steward Partners Investment Solutions, Llc | Norfolk | VA | 07/2025 | Present |
| Steward Partners Investment Advisory, Llc | Norfolk | VA | 07/2025 | Present |
| Steward Partners Global Advisory | Norfolk | VA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-05 |
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