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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-15 |
| SC | RA | APPROVED | 2021-08-27 |
Branch Locations
1320 Main Street Suite 800, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | West Columbia | SC | 02/2013 | 02/2021 |
| Bb&T Securities, Llc | West Columbia | SC | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | West Columbia | SC | 02/2021 | 07/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 07/2021 |
| Morgan Stanley | Columbia | SC | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-09 |
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