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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-03 |
| VA | RA | APPROVED | 2022-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Roanoke | VA | 04/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Roanoke | VA | 11/2016 | 06/2022 |
| Truist Investment Services, Inc | Roanoke | VA | 06/2022 | Present |
| Truist Advisory Services, Inc | Roanoke | VA | 06/2022 | Present |
333 CRAIG AVE POSITION: None NATURE: Single Family Home, Rental Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/1998 ADDRESS: Salem, VA, United States DESCRIPTION: General Property Management 517 CLEVELAND AVE POSITION: None NATURE: Rental Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/03/2012 ADDRESS: Salem, VA, United States DESCRIPTION: General Property Management 715 BROCE DR POSITION: None NATURE: Single Family Home, Rental Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2026 ADDRESS: Blacksburg VA, United States DESCRIPTION: General Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-18 |
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