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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2021-03-02
  • DC RA
    APPROVED
    Since 2021-03-02

Branch Locations

1445 New York Ave Nw, Washington, DC 20005 • 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 Bank Winton-Salem NC 01/2009 01/2019
Bb&T Investments Charlotte NC 04/2009 01/2018
Bb&T Securities, Llc Richmond VA 01/2018 02/2021
Truist Bank Washington DC 01/2019 Present
Truist Investment Services, Inc. Washington DC 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 03/2021 Present
  • 01/2009 → 01/2019
    Bb&T Bank
    Winton-Salem, NC
  • 04/2009 → 01/2018
    Bb&T Investments
    Charlotte, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → Present
    Truist Bank
    Washington, DC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Washington, DC
  • 03/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-03-02
    Bb&T Securities, Llc
    Washington, DC
    Charlotte, NC
    Richmond, VA
    Washington, DC
  • 2009-08-03 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Washington, DC
Other Businesses

MANHATTAN LAUNDRY DC LLC POSITION: Class B Investor NATURE: Owner/Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2017 ADDRESS: Manhattan Laundry DC LLC, c/o Tin Shop, 1240 9th Street NW DC 20001, United States DESCRIPTION: Restaurant/Bar business. 5,649 square foot beerhall located at the intersection of 14th St., NW and Florida Ave, NW in Washington, DC. will serve a selection of alcoholic beverages and food items.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-11
  • S66 Uniform Combined State Law Examination
    2009-06-11
Other Names
  • Jason Morris

View on SEC IAPD

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