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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-09 |
| PA | 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. | Bethlehem | PA | 07/2016 | 01/2018 |
| Bb&T Securities, Llc | Allentown | PA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Emmaus | PA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
2 UNIT APARTMENT BUILDING POSITION: Owner NATURE: Manage my rental property largely through my rental real estate agent. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/1987 ADDRESS: , Philadelphia PA , United States DESCRIPTION: Manage my rental property largely through my rental real estate agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-20 |
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