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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-04-13
VA RA APPROVED 2021-02-17
  • TX RA
    APPROVED_RES
    Since 2021-04-13
  • VA RA
    APPROVED
    Since 2021-02-17

Branch Locations

310 4Th Street Ne Ste 100, Charlottesville, VA 22902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Securities Charlottesville VA 07/2013 02/2021
Truist Investment Services, Inc. Charlottesville VA 02/2021 Present
Truist Advisory Services, Inc. Charlottesville VA 02/2021 Present
  • 07/2013 → 02/2021
    Bb&T Securities
    Charlottesville, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Charlottesville, VA
  • 02/2021 → Present
    Charlottesville, VA
Previous Registrations
  • 2013-12-10 → 2021-02-17
    Bb&T Securities, Llc
    Charlottesville, VA
    Richmond, VA
Other Businesses

CHARLOTTESVILLE ANGEL NETWORK POSITION: Member NATURE: Dinner club of private investors in private companies:"CAN is a growing group of nearly 70 accredited investors and family offices. We are independent investors who make our own independent investment decisions. We are successful male and female executives, entrepreneurs, scientists, and engineers. We are individually and collectively eager to apply our skills and put our connections and capital to work to help entrepreneurs succeed.We are not a fund. Our members make no commitment to invest and are not charged a carry or management fee." https://cvilleangelnetwork.net/ INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2021 ADDRESS: , Charlottesville VA , United States DESCRIPTION: Attend dinners, see company pitches, and network with members and sponsors. ST. PAUL'S MEMORIAL CHURCH AT THE UNIVERSITY OF VIRGINIA POSITION: Treasurer, Chair of Finance Committee, Convention Delegate NATURE: St. Paul's is the official episcopal church of UVA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: , Charlottesville VA , United States DESCRIPTION: As non-vestry treasurer, I do not have a vote in lay leadership but recommend financial actions to the vestry. I also lead the finance committee, which recommends financial actions to the vestry.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-09
  • S66 Uniform Combined State Law Examination
    2013-12-09
Other Names
  • William Taylor

View on SEC IAPD

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