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41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Southlake | TX | 06/2018 | 02/2019 |
| Bb&T Bank/Truist | Fort Worth | TX | 02/2019 | 05/2022 |
| Truist Investment Services, Inc. | Fort Worth | TX | 06/2022 | 08/2025 |
| Bb&T Bank | Colleyville | TX | 08/2015 | 06/2018 |
| Truist Advisory Services, Inc. | Fort Worth | TX | 02/2023 | 08/2025 |
| The Huntington Investment Company | Columbus | OH | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-03 |
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