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100 Church Street Suite 500, Huntsville, AL 35801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2020-04-17 |
Branch Locations
29 Olmsted St., Birmingham, AL 35242 • United States
100 Church Street Suite 500, Huntsville, AL 35801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Knoxville | TN | 01/2009 | 01/2019 |
| Bb&T Investments | Charlotte | NC | 01/2009 | Present |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | Present |
| Bb&T | Birmingham | AL | 01/2019 | 04/2020 |
| Keel Point Capital, Llc | Huntsville | AL | 04/2020 | Present |
| Keel Point, Llc | Huntsville | AL | 04/2020 | Present |
ATEAM BOARD MEMBER POSITION: Board Member NATURE: This is a non-profit pediatric cancer ministry. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2013 ADDRESS: 1809 Oxmoor Road, Homewood AL 35209 DESCRIPTION: Board member involved in giving advice on the direction the ministry an various fundraising activities. BRIARWOOD FELLOWS BOARD MEMBER POSITION: Board Member NATURE: Briarwood Fellows is a non-profit designed to help recent college graduates to transition from college intro a career through peers and mentors. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2019 ADDRESS: 2310 Briarwood Trace, Birmingham AL 35243
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-27 |
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