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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services, Inc. | Richmond | VA | 01/2026 | Present |
| Truist Bank | Richmond | VA | 05/2022 | 01/2026 |
| Scott+Scott Attorneys At Law | Richmond | VA | 06/2021 | 05/2022 |
| Virginia Military Institute | Lexington | VA | 08/2017 | 05/2021 |
| Colonial Forge High School | Stafford | VA | 09/2014 | 06/2017 |
SCOTTSHIP SOLUTIONS POSITION: Bookkeeper NATURE: IT Management & Consulting. Help organizations automate their workflows and their tools. A group of VMI alumni started this company and a few of us all pitch in to accomplish small tasks on the weekends to help each other out. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2025 ADDRESS: Lewes DE, United States DESCRIPTION: QuickBooks accounting, helping with budgeting, pricing for RFPs, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-12 |
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