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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Columbia | SC | 07/2009 | 01/2019 |
| Bb&T Investments | Charlotte | NC | 07/2009 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Charlotte | NC | 01/2019 | 02/2021 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 12/2019 | 02/2021 |
| Suntrust Bank | Atlanta | GA | 12/2019 | 02/2021 |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 03/2021 | Present |
ROOF ABOVE POSITION: Board Member NATURE: Roof Above addresses homelessness through emergency shelter provisions along with coordinating resources to help participants find short term and long term housing solutions. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2023 ADDRESS: Charlotte NC, United States DESCRIPTION: General board activities as oversight to the executive team. Monthly volunteering.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-03-24 |
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