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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-03 |
| VA | RA | APPROVED | 2021-02-17 |
Branch Locations
4801 Courthouse St Ste 100, Williamsburg, VA 23188 • 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 |
|---|---|---|---|---|
| Scott & Stringfellow | Newport News | VA | 09/2012 | 02/2021 |
| Bb&T Securities, Llc | Williamsburg | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Williamsburg | VA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Williamsburg | VA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-27 |
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