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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-13 |
| VA | RA | APPROVED | 2021-02-17 |
Branch Locations
310 4Th Street Ne Ste 100, Charlottesville, VA 22902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-09 |
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