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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-12-06 |
| TX | RA | APPROVED | 2022-12-06 |
Branch Locations
701 Green Valley Road Suite 301, Greensboro, NC 27408 • United States
4064 Colony Road Two Morrocroft Centre, Suite 450, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Greensboro | NC | 03/2015 | 02/2021 |
| Truist Investment Services, Inc. | Greensboro | NC | 02/2021 | 11/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 11/2022 |
| Janney Montgomery Scott Llc | Charlotte | NC | 12/2022 | Present |
1. Knollwood Properties, LLC, Greensboro, NC. Owner (01/2026). Investment related, not compensated, no time involved. 2. Community Foundation of Greater Greensboro, NC. Professional Advisors Network (04/2026) - provide insight and advice on how to help philanthropists make an impact in Greensboro. Not investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-24 |
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