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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 2023-06-15
  • NC RA
    APPROVED
    Since 2023-06-15

Branch Locations

4025 Premier Drive, High Point, NC 27265 • 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 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
  • 10/2013 → 02/2023
    Truist Bank
    Greensboro, NC
  • 02/2023 → 07/2023
    Truist Investment Services Inc.
    Greensboro, NC
  • 02/2023 → 07/2023
    Greensboro, NC
  • 07/2023 → Present
    Truist Investment Services, Inc
    Greensboro, NC
  • 07/2023 → Present
    Greensboro, NC
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-09
  • S66 Uniform Combined State Law Examination
    2023-06-09

View on SEC IAPD

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