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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-10-04 |
| TX | RA | APPROVED_RES | 2023-02-06 |
| WV | RA | APPROVED | 2021-02-17 |
Branch Locations
3849 Robert C Byrd Dr, Beckley, WV 25801-2956 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Bank (Formerly First Century Bank, Inc) | Beckley | WV | 10/2014 | 09/2017 |
| Infinex Financial Group | Meriden | CT | 10/2015 | 08/2017 |
| Lpl Financial Llc | Beckley | WV | 08/2017 | 09/2017 |
| Bbtis | Beckley | WV | 10/2017 | 01/2018 |
| Bb&T Securities, Llc | Summersville | WV | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Craigsville | WV | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-23 |
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