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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-07-05 |
| TX | RA | APPROVED_RES | 2022-07-28 |
| SC | RA | APPROVED | 2021-03-02 |
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 |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Columbia | SC | 03/1998 | 02/2021 |
| Bb&T Securities, Llc | Columbia | SC | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Columbia | SC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Columbia | SC | 03/2021 | Present |
LANDLORD, RENTAL PROPERTY POSITION: LANDLORD, OWNER NATURE: OWNER/SOLE PROPRIETOR INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 01/04/2012 ADDRESS: 43 HERON MARSH VILLA, A-5 HEATHWOOD COURT, LITCHFIELD SC, COLUMBIA SC SC 29585 DESCRIPTION: RENTAL PROPERTY - 43 HERON MARSH VILLA, WEEKLY VACATION RENTALS....A-5 HEATHWOOD COURT, MONTHLY TENANT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-22 |
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