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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Bank | Greensboro | NC | 10/2013 | 02/2023 |
| Truist Investment Services Inc. | Greensboro | NC | 02/2023 | 07/2023 |
| Truist Advisory Services Inc. | Greensboro | NC | 02/2023 | 07/2023 |
| Truist Investment Services, Inc | Greensboro | NC | 07/2023 | Present |
| Truist Advisory Services, Inc | Greensboro | NC | 07/2023 | Present |
BIG BROTHERS BIG SISTERS OF THE CENTRAL PIEDMONT POSITION: Member of Board of Directors NATURE: BBBS matches mentors in the community with at-risk youth. They provide both in-school and community-based programs for youth that need BBBS services. The mentors (bigs) are all volunteers, and the youth (littles) are members of the local community who apply to be matched. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2018 ADDRESS: Greensboro NC, United States DESCRIPTION: I am the chair of the Gala committee that plans and organizes the organization's largest fundraising event of the year. We solicit donations from local and non-local businesses for the event. The event includes a program, dinner, live and silent auction. As a member of the BOD, I am able to sign checks but only as an additional signer. Some (but not all) checks that the organization writes requires the signature of a staff member and a board member, in accordance with BBBS policy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-09 |
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