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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-03 |
Branch Locations
214 N. Tryon Street 33Rd Floor, Charlote, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Charlotte | NC | 09/2024 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 09/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 04/2013 | 09/2024 |
CANNON SCHOOL, INC POSITION: Board Member NATURE: Cannon School is an accredited, coeducational, independent JrK-12 college preparatory school located in Concord, North Carolina. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/15/2024 ADDRESS: Concord NC, United States DESCRIPTION: As a member of the Cannon Fund Committee, the expectation is that you will: Attend monthly board/committee meetings, send communications (emails, texts, phone calls) to your friends and the parents in your children's class/division using outreach templates provided by the school. Advocate for Cannon and identify opportunities to advance the School in the community through individual and corporate partnerships. HARRISBURG HORNETS POSITION: Officer/ Assistant Coach NATURE: The Harrisburg Hornets is a girls' softball team organized to participate in the Top Gun Sports league. Top Gun Sports is one of several organizations that organizes local and regional softball and baseball competitions for youth athletes. The Harrisburg Hornets will be a sub-501(c)3 under the Hartsell Athletic Association. Hartsell Athletic Association is a 501(c)3 organized to maintain and recreate athletic fields through various programs. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2025 ADDRESS: Harrisburg NC, United States DESCRIPTION: As an assistant coach on the team, I 'm helping organize the team and giving instruction to the players.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-13 |
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