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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 2026-02-12
  • VA RA
    APPROVED
    Since 2026-02-12

Branch Locations

948 Laskin Rd Ste 300, Virginia Beach, VA 23451 • 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
Homemaker Virginia Beach VA 12/2025 12/2025
Truist Investment Services, Inc Virginia Beach VA 01/2026 02/2026
Sterling Capital Managerment Virginia Beach VA 01/2013 11/2025
Truist Advisory Service, Inc Virginia Beach VA 02/2026 02/2026
Truist Investment Services, Inc Virginia Beach VA 02/2026 Present
Truist Advisory Services, Inc Virginia Beach VA 02/2026 Present
  • 12/2025 → 12/2025
    Homemaker
    Virginia Beach, VA
  • 01/2026 → 02/2026
    Truist Investment Services, Inc
    Virginia Beach, VA
  • 01/2013 → 11/2025
    Sterling Capital Managerment
    Virginia Beach, VA
  • 02/2026 → 02/2026
    Truist Advisory Service, Inc
    Virginia Beach, VA
  • 02/2026 → Present
    Truist Investment Services, Inc
    Virginia Beach, VA
  • 02/2026 → Present
    Virginia Beach, VA
Previous Registrations
Other Businesses

DUCHARME VENTURES LLC POSITION: Member NATURE: Ownership of Private Commercial Real Estate Office INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: Virginia Beach VA, United States DESCRIPTION: Passive joint owner/member. LONGWOOD UNIVERSITY FOUNDATION POSITION: Director and Chair Investment Subcommittee NATURE: The Foundation provides for the betterment of Longwood University and the students through the execution of sound investment portfolio management and administration of the endowment, operational and program funds along with administration of the endowment's scholarship awards. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: Farmville VA, United States DESCRIPTION: We evaluate current endowment portfolio exposure, consider new alternative opportunities, and make portfolio changes per committee approvals. OSPREY CAPITAL MANAGEMENT LLC POSITION: Managing member NATURE: Family office holding company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: Dover DE, United States DESCRIPTION: Holding company only - no operations GREEN RUN COLLEGIATE FOUNDATION POSITION: Board Member NATURE: The Green Run Collegiate Foundation is a 501(c)(3) non-profit organization located at 1700 Dahlia Drive, Virginia Beach, VA 23453. It provides financial and community support for Green Run Collegiate, which is the first public charter school within Virginia Beach City Public Schools. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/28/2026 ADDRESS: Virginia Beach VA, United States DESCRIPTION: Socializing purpose of foundation and boosting financial resources of organization to bolster its mission.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-11
S63 Uniform Securities Agent State Law Examination 2011-11-04
S65 Uniform Investment Adviser Law Examination 2008-10-29
  • S66 Uniform Combined State Law Examination
    2026-02-11
  • S63 Uniform Securities Agent State Law Examination
    2011-11-04
  • S65 Uniform Investment Adviser Law Examination
    2008-10-29
Designations

View on SEC IAPD

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