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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc | Charleston | WV | 04/2026 | Present |
| Truist Wealth | Princeton | WV | 12/2019 | 12/2023 |
| Bb&T Wealth | Princeton | WV | 01/2019 | 12/2019 |
| Bb&T Wealth | Charleston | WV | 01/2014 | 12/2019 |
| Unemployed | Princeton | WV | 01/2024 | 04/2026 |
| Truist Advisory Services, Inc. | Charleston | WV | 07/2026 | Present |
CHARLES T "CHUCK" MATHENA II FOUNDATION, INC. POSITION: Board of director NATURE: The foundation's purpose is to support and bring the arts to the community. The foundation provides annually scholarships to rising local high school seniors that qualify on need and pursuing a university arts degree. The foundation also supports local events with its theater for national touring productions, including off-Broadway theatre and musicals, concerts, comedy, dance and more. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2025 ADDRESS: Princeton WV, United States DESCRIPTION: Advise the staff of Charles T. "Chuck" Mathena center on business practices for operations, select scholarship winners annually, and be a community liaison for the need for arts in the community. CONCORD UNIVERSITY FOUNDATION POSITION: Past Chair of Board of Directors NATURE: Concord University Foundation, Inc. is a 501c3 organization for higher education. Its mission is to grow charitable resources, enhance the University's reputation, and strengthen relationships with alumni and friends of Concord University. Distribution of funds annually assist with student scholarships and university programs. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2016 ADDRESS: Athens WA, United States DESCRIPTION: Chair and board of director of the Concord University Foundation. Advise the foundation in community, alumni, friends and donor relationships. Advise the Advancement team on donor, alumni and friend relationships for purposes of fundraising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-09 |
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