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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-04-19 |
| RI | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED_RES | 2021-04-15 |
| VA | RA | APPROVED | 2021-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Lynchburg | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Lynchburg | VA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Lynchburg | VA | 03/2021 | Present |
RED HILL PATRICK HENRY NATIONAL MEMORIAL POSITION: Trustee NATURE: Red Hill is name of home for Patrick Henry and is a national monument. I have been asked to be a trustee on the Board of Directors. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2020 ADDRESS: 1250 Red Hill Road, Brookneal VA 24528 LYNCHBURG BEACON OF HOPE POSITION: Board member NATURE: Non-profit organization that helps kids in local high schools find the right career and school paths. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 03/31/2022 ADDRESS: Lynchburg VA, United States DESCRIPTION: Attend Board or committee meetings and provide advice as needed.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-11-02 |
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