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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investments | Charlotte | NC | 12/2008 | 01/2018 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T Bank | Richmond | VA | 12/2008 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Richmond | VA | 02/2021 | Present |
ST. ANTHONY'S CHURCH FINANCE COMMITTEE POSITION: Finance Committee member NATURE: I have been asked to be on my church's finance committee. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2019 ADDRESS: 4611 Sadler Rd, Glen Allen VA 23060
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-12 |
| S65 | Uniform Investment Adviser Law Examination | 1993-06-23 |
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