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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow, Inc | Richmond | VA | 05/2002 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2013 | 02/2021 |
| Truist Advisory Services, Inc | Richmond | VA | 12/2019 | Present |
| Suntrust Bank | Richmond | VA | 12/2019 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | Present |
ST JAMES CHURCH ENDOWMENT POSITION: Trustee NATURE: Endowment committee for my church. Review requests for funding. Review investment portfolio. Make recommendations on both. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/08/2017 ADDRESS: 1301 West Franklin St, Richmond VA 23226 JANIE MOLSTER DESIGNS POSITION: Treasurer NATURE: Interior Design INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: Richmond VA, United States DESCRIPTION: RECEIVE & REVIEW INCOME STATEMENTS, P&L, AND TAX FILINGS POLICE BENEVOLENT ASSOCIATION OF RICHMOND VIRGINIA POSITION: Trustee NATURE: Provides benefits to retired police officers INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2010 ADDRESS: Richmond VA, United States DESCRIPTION: Attend meetings Participate in discussions about long term strategies to continue the benefits for retired police officers. ST. JOSEPH'S VILLA POSITION: Member, Investment Committee NATURE: St. Joseph's Villa works with children with autism and behavioral challenges. Provides support for mental health issues and housing for the homeless. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2016 ADDRESS: Richmond VA, United States DESCRIPTION: The committee is made up of 6 members from the local investment community which offer advice on investment of their Endowment Fund.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-26 |
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