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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Asheville | NC | 08/2013 | 01/2019 |
| Bb&T Investment Services, Inc. | Charlotte | NC | 08/2013 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Asheville | NC | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Asheville | NC | 02/2021 | 11/2025 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 11/2025 |
| Truist Investment Services, Inc. | Asheville | NC | 11/2025 | Present |
| Truist Advisory Services, Inc. | Asheville | NC | 11/2025 | Present |
NORTH ASHEVILLE LITTLE LEAGUE POSITION: Board Member NATURE: North Asheville Little League (NALL). Local Little League Baseball Organization. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/22/2021 ADDRESS: Asheville NC, United States DESCRIPTION: I would be serving on the board doing many different things. Could be evaluating players-working with coaches-helping review and write rules etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-17 |
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