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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 Bank | Manassas | VA | 12/2008 | 01/2019 |
| Bb&T Investment Services, Inc. | Charlotte | NC | 12/2008 | 02/2021 |
| Bb&T Securities, Llc | Manassas | VA | 01/2018 | 02/2021 |
| Bb&T | Manassas | VA | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Manassas | VA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Manassas | VA | 02/2021 | Present |
NORTHERN VIRGINIA BONSAI SOCIETY POSITION: Board Member and Treasurer NATURE: A club of bonsai hobbyists promoting the art of bonsai. Conduct bonsai shows and workshops and furthering the awareness and education of the practice of bonsai. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 : TD Bank Acct : START DATE: 07/01/2023 ADDRESS: Springfield VA, United States DESCRIPTION: Collect member dues, manage raffle and auction finances, pay the visiting bonsai professionals, report on finances of the club at board meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-01 |
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