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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-02-17 |
Branch Locations
1425 Seminole Trail, Charlottesville, VA 22901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investments | Richmond | VA | 02/2014 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Charlottesville | VA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Charlottesville | VA | 02/2021 | Present |
Landlord POSITION: Landlord NATURE: I own property that I earn rental income from the tenants. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2025 ADDRESS: Richmond VA, United States DESCRIPTION: No responsibilities other than maintaining the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-27 |
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