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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| VA | RA | APPROVED | 2023-08-07 |
Branch Locations
310 4Th St Ne Ste 100, Charlottesville, VA 22902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farm | Lynchburg | VA | 05/2016 | 02/2017 |
| Deli Mart | Radford | VA | 05/2017 | 05/2018 |
| Aly Pizza | Radford | VA | 05/2018 | 01/2019 |
| Cavalier Store | Lynchburg | VA | 01/2019 | 03/2021 |
| Truist Bank | Charlottesville | VA | 03/2021 | 06/2022 |
| Truist Investment Services, Inc | Charlottesville | VA | 06/2022 | 06/2023 |
| Truist Investment Services, Inc. | Charlottesville | VA | 05/2025 | Present |
| Truist Advisory Services, Inc. | Charlottesville | VA | 05/2025 | Present |
| Truist Investent Services, Inc | Charlottesville | VA | 06/2023 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-05 |
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