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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Charlotte | NC | 06/2013 | 02/2018 |
| Bb&T Securities, Llc | Charlotte | NC | 01/2018 | 12/2019 |
| Bb&T Investments | Charlotte | NC | 02/2018 | 02/2018 |
| Truist Investment Services, Inc. | Charlotte | NC | 12/2021 | 01/2024 |
| Bb&T Bank/Truist Bank | Charlotte | NC | 12/2019 | 12/2021 |
| Truist Advisor Services, Inc. | Charlotte | NC | 12/2021 | 01/2024 |
| Truist Investment Services, Inc. | Charlotte | NC | 01/2024 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-16 |
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