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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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Glen Allen | VA | 12/2011 | 10/2017 |
| Bb&T Securities | Richmond | VA | 10/2017 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Richmond | VA | 02/2021 | Present |
ALPHA GAMMA DELTA THETA ZETA CHAPTER POSITION: Finance Advisor NATURE: This is a fraternity at Randolp-Macon College. I'm an almunae of this fraternity. It is a social organization. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: 114 College Avenue, Ashland VA 23005
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-28 |
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