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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-06 |
| SC | RA | APPROVED | 2022-08-01 |
| WV | RA | APPROVED | 2021-02-17 |
Branch Locations
2692 N Highway 17 Fl 1, Mount Pleasant, SC 29464 • 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 |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Princeton | WV | 04/2015 | 03/2017 |
| Bbtis | Princeton | WV | 03/2017 | 02/2021 |
| Bb&T Securities, Llc | Ronceverte | WV | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Millersburg | PA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-19 |
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