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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 2021-02-17
  • VA RA
    APPROVED
    Since 2021-02-17

Branch Locations

1425 Seminole Trail, Charlottesville, VA 22901 • 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 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
  • 02/2014 → 02/2021
    Bb&T Investments
    Richmond, VA
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Charlottesville, VA
  • 02/2021 → Present
    Charlottesville, VA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Charlottesville, VA
    Palmyra, VA
    Mineral, VA
    Fork Union, VA
    Virginia Beach, VA
    Charlottesville, VA
    Colonial Heights, VA
    Richmond, VA
    Hopewell, VA
    Richmond, VA
    Petersburg, VA
    Hopewell, VA
    Colonial Heights, VA
    Richmond, VA
    Lovingston, VA
    Ruckersville, VA
    Charlottesville, VA
    Charlottesville, VA
    Richmond, VA
  • 2015-02-02 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Charlottesville, VA
    Palmyra, VA
    Mineral, VA
    Charlottesville, VA
    Fork Union, VA
    Virginia Beach, VA
    Wilmington, NC
    Colonial Heights, VA
    Richmond, VA
    Hopewell, VA
    Richmond, VA
    Petersburg, VA
    Hopewell, VA
    Colonial Heights, VA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-30
S63 Uniform Securities Agent State Law Examination 2009-06-27
  • S65 Uniform Investment Adviser Law Examination
    2015-01-30
  • S63 Uniform Securities Agent State Law Examination
    2009-06-27

View on SEC IAPD

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