Brett Keith Staples

Current Employers

Employment History

• 07/2014 → 02/2021
  Bb&T Securities
  Charleston, WV
• 02/2021 → Present
  Truist Investment Services, Inc.
  Charleston, WV
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Charleston, WV

Previous Registrations

• 2014-07-07 → 2021-02-17
  Bb&T Securities, Llc
  Charleston, WV
  Richmond, VA
• 2008-10-01 → 2014-07-09
  J.P. Morgan Securities Llc
  Charleston, WV
• 2007-12-13 → 2008-10-01
  J.P. Morgan Securities Inc.
  Charleston, WV

Other Businesses

ZENERGY CYCLING POSITION: Vice President / Instructor NATURE: Indoor cycling/fitness company. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/19/2017 ADDRESS: Charleston WV, United States DESCRIPTION: I am a minority investor in the company, and I am also a fitness instructor for approximately two 45-minute classes per week. FUND FOR THE ARTS POSITION: Board Member / Past President NATURE: Fund for the Arts serves and strengthens 12 community arts groups in the Greater Kanawha Valley by providing educational and financial support and, by sponsoring community cultural and artistic events. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 01/02/2012 ADDRESS: 803 Qaurrier St, Suite 100, Charleston WV 25301 EDUCATION ALLIANCE OF WEST VIRGINIA POSITION: Past Chairman and current member of the Board of Directors NATURE: The Education Alliance is an independent voice, earnest advocate, and statewide participant that advances policies and practices to continually improve public school student achievement in West Virginia. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/03/2011 ADDRESS: 803 Quarrier St, Suite 500, Charleston WV 25301 MALLORY AIRPORT REAL ESTATE HOLDINGS LLC POSITION: President NATURE: To own, operate, manage, lease and invest in real estate; to own, manage and operate an airport; and to otherwise engage in any other lawful act and lawful business activities for any purpose. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/28/2022 ADDRESS: South Charleston WV, United States DESCRIPTION: Serve on the management team to manage the operations and affairs of the company and to make all decisions regarding the business affairs of the company. DUNN HERITAGE LLC POSITION: Managing Member NATURE: To hold undeveloped real estate property. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 04/30/2025 ADDRESS: Charleston WV, United States DESCRIPTION: Responsible for the oversight of family undeveloped real estate including the duties of paying real estate taxes, keeping property posted, etc. FUND FOR THE ARTS POSITION: Board Member / Past President NATURE: Fund for the Arts serves and strengthens 12 community arts groups in the Greater Kanawha Valley by providing educational and financial support and, by sponsoring community cultural and artistic events. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 01/02/2012 ADDRESS: Charleston WV, United States DESCRIPTION: Attend quarterly board of directors' meetings and monthly executive committee meetings. Provide feedback, insight and direction for the organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-12
• S63 Uniform Securities Agent State Law Examination
  1990-09-07

Other Names

• Brett K Staples