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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2021-02-17 |
Branch Locations
300 Summers St Ste 120, Charleston, WV 25301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-25 |
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