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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-01-23 |
Branch Locations
11710 Plaza America Dr Ste 440, Reston, VA 20190 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services Inc | Reston | VA | 01/2022 | Present |
| Truist Financial | Mclean | VA | 11/2017 | 01/2022 |
| Bb&T Now Truist Financial | West Chester | PA | 03/2017 | 11/2017 |
| Citizens Bank | Glen Mills | PA | 04/2015 | 03/2017 |
CAFEMISTRY LLC POSITION: Member NATURE: My husband and I formed an LLC for our Coffee Roasting business. My husband will be running the business, and I will be assisting with the administration side of things. We will be selling roasted coffee beans online. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: Burke VA, United States DESCRIPTION: My responsibilities will be to assist my husband with the administration side of the business, such as invoicing, tax preparation, office paperwork, and dealing with merchant services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-30 |
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