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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2021-02-17
  • WV RA
    APPROVED
    Since 2021-02-17

Branch Locations

300 Summers St Ste 120, Charleston, WV 25301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jjb Hilliard Wl Lyons Llc Charleston WV 06/2012 08/2018
Bb&T Securities Charleston WV 08/2018 02/2021
Truist Investment Services, Inc. Charleston WV 02/2021 Present
Truist Advisory Services, Inc. Charleston WV 02/2021 Present
  • 06/2012 → 08/2018
    Jjb Hilliard Wl Lyons Llc
    Charleston, WV
  • 08/2018 → 02/2021
    Bb&T Securities
    Charleston, WV
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Charleston, WV
  • 02/2021 → Present
    Charleston, WV
Previous Registrations
  • 2018-08-31 → 2021-02-17
    Bb&T Securities, Llc
    Charleston, WV
    Richmond, VA
  • 2012-07-06 → 2018-09-05
    J.J.B. Hilliard, W.L. Lyons, Llc
    Lewisburg, WV
    Charleston, WV
    Scott Depot, WV
    Charleston, WV
  • 2004-09-22 → 2012-07-06
    Scott & Stringfellow, Llc
    Lewisburg, WV
    Charleston, WV
  • 2000-08-24 → 2004-10-04
    Charleston, WV
Other Businesses

CONCORD UNIVERSITY FOUNDATION, INC. POSITION: Member of the board of trustees. NATURE: Member of the board of trustees, which is an honorary position to serve in a non-voting, advisory capacity to the board of directors, which oversees the management of a $50 million endowment for Concord University. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2022 ADDRESS: Athens WV, United States DESCRIPTION: Attend 2 board of directors/trustees meetings per year. CARNEGIE HALL FOUNDATION, INC. POSITION: Secretary/Treasurer NATURE: Secretary/Treasurer of the board of directors of the foundation, which oversees an endowment for Carnegie Hall, a community arts program. Attend 4 meetings of the board per year. Attend various meetings of the executive committee during the year. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2015 ADDRESS: Lewisburg WV, United States DESCRIPTION: Carry out responsibilities assigned by the full board of directors which meets 4 times per year. All investments are managed by an outside investment advisor. BRIDGE CHURCH POSITION: Member of the Board of Trustees NATURE: Bridge Church operates as a Christian organization with 3 subsidiaries: the church, a k-12 school, and a camp. It's board of directors manages all three subsidiaries. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: Scott Depot WV, United States DESCRIPTION: Attend monthly meetings to address matters that come before the board.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-12
S63 Uniform Securities Agent State Law Examination 1999-02-25
  • S65 Uniform Investment Adviser Law Examination
    1999-08-12
  • S63 Uniform Securities Agent State Law Examination
    1999-02-25

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