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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-04-25
  • VA RA
    APPROVED
    Since 2022-04-25

Branch Locations

1001 Semmes Ave Fl 3, Richmond, VA 23224 • 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
Sterne Agee Richmond VA 12/2011 04/2022
Sterne Agee Financial Services Richmond VA 06/2015 04/2022
Sterne Agee Investment Advisor Services, Inc. Birmingham AL 06/2016 04/2022
Truist Advisory Services, Inc Richmond VA 04/2022 Present
Truist Investment Services, Inc. Richmond VA 04/2022 Present
  • 12/2011 → 04/2022
    Sterne Agee
    Richmond, VA
  • 06/2015 → 04/2022
    Sterne Agee Financial Services
    Richmond, VA
  • 06/2016 → 04/2022
    Sterne Agee Investment Advisor Services, Inc.
    Birmingham, AL
  • 04/2022 → Present
    Richmond, VA
  • 04/2022 → Present
    Truist Investment Services, Inc.
    Richmond, VA
Previous Registrations
  • 2016-06-30 → 2022-04-22
    Richmond, VA
    Birmingham, AL
  • 2011-12-22 → 2016-06-30
    Intl Advisory Consultants Inc.
    Richmond, VA
  • 2006-10-31 → 2011-12-15
    Anderson & Strudwick, Incorporated
    Richmond, VA
    Richmond, VA
    Richmond, VA
  • 2005-02-03 → 2006-06-07
    Tower Square Securities, Inc.
    Richmnd, VA
  • 2003-05-01 → 2005-02-03
    Grove Point Investments, Llc
    Richmond, VA
Other Businesses

1)Legal Guardian of my children Monitor and report to courts w/regards to my children's inheritance from grandpa Non-investment related 10/13/2010 Less than 1 hour a month spent and less than 1 hour a year STONEWALL PROPERTY & DEVELOPMENT POSITION: 50% Partner NATURE: Renovating and flipping houses INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/26/2017 ADDRESS: , Midlothian VA , United States DESCRIPTION: Share 50% in expenses and profits. Evaluate properties and develop rehab plan

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-04-02
S63 Uniform Securities Agent State Law Examination 1995-02-02
  • S65 Uniform Investment Adviser Law Examination
    1996-04-02
  • S63 Uniform Securities Agent State Law Examination
    1995-02-02
Other Names
  • Tabitha Kennedy
  • Tabitha Lynne Marshall Kennedy
  • Tabitha Watson
  • Tabitha Marshall

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