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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-11 |
| NC | RA | APPROVED | 2026-03-05 |
Branch Locations
Spaces Centre Green Ste 522 5000 Centregreen Way, Cary, NC 27513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Cary | NC | 07/2014 | 03/2021 |
| Bb&T Bank | Cary | NC | 07/2014 | 01/2019 |
| Bb&T Securities, Llc | Cary | NC | 01/2018 | 03/2021 |
| Bb&T | Cary | NC | 01/2019 | 03/2021 |
| Truist Investment Services, Inc. | Cary | NC | 02/2021 | 03/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 03/2021 |
| The Fidelity Bank | Cary | NC | 03/2021 | 03/2026 |
| Lpl Financial Llc | Cary | NC | 07/2021 | 06/2025 |
| Capital Investment Group, Inc | Raleigh | NC | 06/2025 | 03/2026 |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 06/2025 | 03/2026 |
| Edward Jones | St Louis | MO | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-28 |
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