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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investments | Charlotte | NC | 05/2006 | 02/2021 |
| Bb&T Securities, Llc | Seneca | SC | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Seneca | SC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
EPISCOPAL CHURCH WOMEN POSITION: Treasurer NATURE: Women's group dedicated to one active fundraising activity a year: the church Bazaar. All proceeds go to outreach ministries agreed to in advance by the group INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2017 ADDRESS: 193 Old Greenville Hwy, Clemson SC 29631
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-14 |
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