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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-27 |
Branch Locations
3318 West Friendly Ave Fl 3, Greenboro, NC 27410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Greensboro | NC | 12/2025 | Present |
| First Citizens Wealth | Greensbro | NC | 10/2024 | 12/2025 |
| Truist Wealth | Winston Salem | NC | 12/2021 | 10/2024 |
| Truist Wealth | Raleigh | NC | 08/2018 | 12/2021 |
| Bank Of America | Charlotte | NC | 09/2012 | 08/2018 |
| Truist Advisory Services, Inc. | Greensboro | NC | 02/2026 | Present |
The name of the other business: Winston Salem Estate Planning Council whether the business is investment-related: No The address of the other business: Winston Salem, NC the nature of the other business: Estate Planning your position: Vice President on board title, or relationship with the other business: Volunteering position the start date of your relationship: January 2024 the approximate number of hours/month you devote to the other business: 4-6 hours the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: collaborating with other board members to plan future events for members. Events include bringing local professionals together to broaden knowledge of estate planning procedures and techniques being used in the industry.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-23 |
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