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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services, Inc | Charlotte | NC | 11/2022 | 12/2024 |
| Bank Of America | Charlotte | NC | 11/2017 | 11/2022 |
| Pnc Bank | Pitteburgh | PA | 07/2005 | 11/2017 |
| Truist Investment Services, Inc | Charlotte | NC | 03/2024 | 12/2024 |
| Truist Investment Services, Inc | Charlotte | NC | 12/2024 | Present |
| Truist Advisory Services, Inc | Charlotte | NC | 12/2024 | Present |
FOUNDATION FOR THE CAROLINAS POSITION: Investment committee member NATURE: Collect money from the community and redistribute to charities through grants. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2021 ADDRESS: Charlotte NC, United States DESCRIPTION: Main duty is to monitor relationship with Mercer, our outsourced CIO. I, along with others, generally commitment on asset allocation and strategy. No security recommendations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-24 |
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