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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-12-11 |
Branch Locations
2 W Washington St Fl 8, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Mt. Pleasant | SC | 01/1999 | 01/2019 |
| Bb&T Investments | Charlotte | NC | 12/2005 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Atlanta | GA | 01/2019 | 02/2021 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 12/2019 | 02/2021 |
| Suntrust Bank | Atlanta | GA | 12/2019 | 02/2021 |
| Truist Investment Services, Inc. | Greenville | SC | 02/2021 | 10/2024 |
| Truist Investment Services, Inc. | Greenville | SC | 10/2024 | Present |
BOY SCOUTS OF AMERICA POSITION: Assistant Scout Master NATURE: Youth Leadership and character development INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 08/27/2018 ADDRESS: 1800 Circle 75 Parkway SE, Atlanta GA 30339
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 2005-04-04 |
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