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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-26 |
| TX | RA | APPROVED_RES | 2021-04-15 |
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Asheville | NC | 09/2009 | 12/2016 |
| Bb&T Securities | Asheville | NC | 12/2016 | 02/2021 |
| Truist Investment Services, Inc. | Asheville | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Asheville | NC | 02/2021 | Present |
TRUTH IN NATURE POSITION: Board Member NATURE: Christian Youth program. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/22/2025 ADDRESS: Charlotte NC, United States DESCRIPTION: Advisory on programming.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-23 |
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