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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Charlotte | NC | 07/1999 | 02/2021 |
| Bb&T Securities, Llc | Ridgeway | VA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Martinsville | VA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Martinsville | VA | 02/2021 | Present |
Name of Business: Rental Home Address: Columbia, SC Position: Owner Nature: Own a condo in Columbia, SC as second home. Have opportunity to rent it out during times of the year I do not use. Start Date: 04/01/2021 Investment Related: No Number of Hours: 0 Securities Trading Hours: 0 Description: Ownership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 1996-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-17 |
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