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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

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

Branch Locations

514 Greenville Blvd Se, Greenville, NC 27858 • 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
Bb&T Investments Charlotte NC 01/2008 01/2018
Miscellaneous Side Jobs Chocowinity NC 07/2007 Present
Bb&T Securities, Llc Kinston NC 01/2018 02/2021
Truist Investment Services, Inc. Greenville NC 02/2021 Present
Truist Advisory Services, Inc. Greenville NC 02/2021 Present
  • 01/2008 → 01/2018
    Bb&T Investments
    Charlotte, NC
  • 07/2007 → Present
    Miscellaneous Side Jobs
    Chocowinity, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Kinston, NC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Greenville, NC
  • 02/2021 → Present
    Greenville, NC
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    La Grange, NC
    Kinston, NC
    Raleigh, NC
    Charlotte, NC
    Kinston, NC
    Greenville, NC
    Greenville, NC
    Greenville, NC
    Ayden, NC
    Winterville, NC
    Farmville, NC
    Tarboro, NC
    Rocky Mount, NC
    Roanoke Rapids, NC
    Richmond, VA
    Rocky Mount, NC
  • 2008-03-12 → 2018-01-02
    Bb&T Investment Services, Inc.
    Greenville, NC
    Winterville, NC
    Ayden, NC
    Greenville, NC
    Ayden, NC
    Greenville, NC
    Tarboro, NC
    Elizabeth City, NC
    Plymouth, NC
    Williamston, NC
    Kill Devil Hills, NC
    Edenton, NC
    Charlotte, NC
    Kinston, NC
    Plymouth, NC
    La Grange, NC
    Rocky Mount, NC
    Tarboro, NC
    Kinston, NC
    Severna Park, MD
    Raleigh, NC
Other Businesses

PORTSIDE ONE HOMEOWNERS ASSOCIATION POSITION: Treasurer NATURE: Receive payments and subsequently make deposits for dues as well as pay bills for the association INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2008 ADDRESS: 60 Riverview Drive, Chocowinity NC 27817

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-02
S63 Uniform Securities Agent State Law Examination 2006-01-06
  • S66 Uniform Combined State Law Examination
    2020-07-02
  • S63 Uniform Securities Agent State Law Examination
    2006-01-06

View on SEC IAPD

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