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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
1313 Military Cutoff Rd, Wilmington, NC 28405 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Raleigh | NC | 09/2012 | 11/2016 |
| Bb&T | Shallotte | NC | 11/2016 | 01/2019 |
| Bbtis | Charlotte | NC | 11/2016 | Present |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | Present |
| Bb&T | Shallotte | NC | 01/2019 | Present |
| Truist Investment Services, Inc. | Wilmington | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-31 |
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