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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-08-05 |
Branch Locations
948 Laskin Rd - Ste 201, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services, Inc. | Virginia Beach | VA | 07/2021 | Present |
| Bb&T Wealth | Norfolk | VA | 07/2016 | 07/2021 |
THE VIRGINIA SYMPHONY FOUNDATION POSITION: Board Member NATURE: The Virginia Symphony is dedicated to creating symphonic performances, music education, and community engagement throughout Southeastern Virginia. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/27/2025 ADDRESS: Norfolk VA, United States DESCRIPTION: Serve as a board member to review the organization's long-term direction, mission, and goals.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2007-05-21 |
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