Alexander Wickert Barrett

Current Employers

Employment History

• 05/2014 → Present
  Bb&T Securities
  Winston-Salem, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Winston-Salem, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2014-06-12 → 2021-02-17
  Bb&T Securities, Llc
  Winston-Salem, NC
  Richmond, VA

Other Businesses

CENTERS OF AGING AND REHABILITATION OF FLORIDA, INC POSITION: Board Member NATURE: Board Member Limited to the operation and maintenance of public not for profit hospitals, nursing homes, homes for aged, and rehabilitation center for the purposes of treating and caring for the aged, injured, disabled, sick, and afflicted. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/23/2020 ADDRESS: 100 SE 2nd St, Suite 200, Miami FL 33131 WINSTON SALEM FOUNDATION POSITION: Board Member NATURE: The Winston-Salem Foundation (WSF) is a community foundation that supports charitable programs in the greater Forsyth County area. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2023 ADDRESS: Winston-Salem NC, United States DESCRIPTION: The WSF Board of Directors is made up of community volunteers on the Foundation's primary governing body, providing the organization with diverse board leadership, stewardship, oversight, and vision. My duties include attending WSF events that spread the message of the Foundation, participating in quarterly board meetings, and participation on (3) board sub committees, which include: Finance, Audit, and Community Philanthropy. The Finance committee reviews the Foundation budget and investment portfolio. The Audit committee reviews and accepts the Foundations tax returns & audit, which are performed by licensed outside accounting firms. The Community Philanthropy committee develops events and philanthropy ideas for the Foundation to achieve its mission. WINSTON SALEM FOUNDATION POSITION: Treasurer NATURE: The Winston-Salem Foundation (WSF) is a community foundation that supports charitable programs in greater Forsyth County. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: Winston Salem NC, United States DESCRIPTION: Provides financial oversight for the Winston-Salem Foundation and will serve as a liaison between the nonprofit's board and senior staff. Will assist with budgeting and financial Reporting.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-11
• S63 Uniform Securities Agent State Law Examination
  2012-06-22

Other Names

• Alexander Barrett
• Alex Barrett