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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-02-03 |
| TX | RA | APPROVED | 2023-01-18 |
| VA | RA | APPROVED | 2021-02-17 |
Branch Locations
10 Franklin Rd, Se Ste 500, Roanoke, VA 24011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 05/2009 | 09/2018 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 09/2018 |
| Bb&T Securities | Roanoke | VA | 09/2018 | 02/2021 |
| Truist Investment Services, Inc. | Roanoke | VA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Roanoke | VA | 02/2021 | Present |
AQUATREK ADVENTURES POSITION: Scuba Instructor NATURE: Scuba Diving instruction and training INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2021 ADDRESS: , Salem VA , United States DESCRIPTION: Scuba diving training and instruction
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-08 |
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