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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-02-17
  • NC RA
    APPROVED
    Since 2021-02-17

Branch Locations

100 N Elliott Rd Fl 1, Chapel Hill, NC 27514 • 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
Bb&T Investments Charlotte NC 11/2009 02/2021
Bb&T Securities, Llc Durham NC 01/2018 02/2021
Truist Investment Services, Inc. Hillsborough NC 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 11/2009 → 02/2021
    Bb&T Investments
    Charlotte, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Durham, NC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Hillsborough, NC
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Durham, NC
    Charlotte, NC
    Chapel Hill, NC
    Hillsborough, NC
    Durham, NC
    Durham, NC
    Durham, NC
    Durham, NC
    Raleigh, NC
    Durham, NC
    Chapel Hill, NC
    Durham, NC
    Winston-Salem, NC
    Richmond, VA
  • 2009-11-19 → 2018-01-02
    Bb&T Investment Services, Inc.
    Chapel Hill, NC
    Hillsborough, NC
    Durham, NC
    Charlotte, NC
    Chapel Hill, NC
    Durham, NC
    Durham, NC
    Durham, NC
    Durham, NC
    Durham, NC
    Raleigh, NC
    Durham, NC
    Durham, NC
    Durham, NC
    Durham, NC
  • 2008-10-28 → 2009-11-16
    Winston Salem, NC
    Winston-Salem, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-27
  • S66 Uniform Combined State Law Examination
    2008-10-27

View on SEC IAPD

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