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Carter Hollingsworth Bugg

Truist Advisory Services, Inc.

Charlotte, NC

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-11-30
  • NC RA
    APPROVED
    Since 2022-11-30

Branch Locations

214 N Tryon St Fl 32, Charlotte, NC 28202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truist Investment Services, Inc Charlotte NC 05/2022 Present
Truist Charlotte NC 07/2021 05/2022
Clemson University Clemson SC 08/2019 07/2021
Avidxchange Charlotte NC 05/2019 08/2019
Furman University Greenville SC 08/2018 05/2019
Furman University Greenville SC 05/2018 08/2018
Furman University Greenville SC 08/2017 05/2018
Wildlands Engineering Inc. Charlotte NC 04/2016 08/2017
Charlotte Christian Charlotte NC 05/2010 08/2017
  • 05/2022 → Present
    Truist Investment Services, Inc
    Charlotte, NC
  • 07/2021 → 05/2022
    Truist
    Charlotte, NC
  • 08/2019 → 07/2021
    Clemson University
    Clemson, SC
  • 05/2019 → 08/2019
    Avidxchange
    Charlotte, NC
  • 08/2018 → 05/2019
    Furman University
    Greenville, SC
  • 05/2018 → 08/2018
    Furman University
    Greenville, SC
  • 08/2017 → 05/2018
    Furman University
    Greenville, SC
  • 04/2016 → 08/2017
    Wildlands Engineering Inc.
    Charlotte, NC
  • 05/2010 → 08/2017
    Charlotte Christian
    Charlotte, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-09-11
S65 Uniform Investment Adviser Law Examination 2022-11-29
  • S63 Uniform Securities Agent State Law Examination
    2023-09-11
  • S65 Uniform Investment Adviser Law Examination
    2022-11-29

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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