Sara Averette Johnson

Current Employers

Employment History

• 05/2006 → 03/2020
  Truist Bank
  Mechanicsville, VA
• 01/2018 → 03/2020
  Bb&T Securities, Llc
  Mechanicsville, VA
• 04/2020 → 12/2023
  South State Wealth
  Richmond, VA
• 12/2020 → 03/2026
  South State Advisory
  Richmond, VA
• 01/2026 → 03/2026
  Private Capital Management, Llc
  Richmond, VA
• 03/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Richmond, VA

Previous Registrations

• 2026-01-06 → 2026-03-26
  Southstate Private Capital Management Llc
  Richmond, VA
• 2021-01-01 → 2026-02-27
  Southstate Advisory, Inc.
  Richmond, VA
  Columbia, SC
• 2018-01-02 → 2020-03-30
  Bb&T Securities, Llc
  Mechanicsville, VA
  Charlotte, NC
  Chester, VA
• 2013-06-24 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Chester, VA
• 2013-01-02 → 2013-06-07
  Bb&T Securities, Llc
  Charlotte, NC
• 2008-10-23 → 2013-01-02
  Scott & Stringfellow, Llc
  Richmond, VA
  Charlotte, NC
  Richmond, VA

Other Businesses

I*4258267 Entity Type: Entity Charitable Name of OBA: Junior Achievement of Central Virginia Address: Richmond, Virginia, 23226 Investment Related: No Position, Title, Association: Committee,Board Member Employee Start Date: 04/01/2026 Number of Hours: 4, Monthly Number of Hours during trading: 4, Monthly Duties: Junior Achievement is the nation's largest organization dedicated to giving young people the knowledge and skills they need to own their economic success, plan for their futures, and make smart academic and economic choices. Board Member, Executive Board Committee Chair for Mission Advancement I*4258268 Entity Type: Entity Charitable Name of OBA: United Way of Greater Richmond & Petersburg Address: Richmond, Virginia, 23294 Investment Related: No Position, Title, Association: Committee Employee Start Date: 01/03/2022 Number of Hours: 3, Monthly Number of Hours during trading: 3, Monthly Duties: WomenRise is a program that provides financial assistance to help single moms cover the cost of childcare and other expenses while they work toward a post-secondary degree or credential. Steering Committee Member - help with our annual fundraiser and select scholarship recipients. I will not be handling any cash during fundraising events. Our scholarships are awarded through a steering committee of 9. Two steering committee members are assigned to interview one of the applicants. We then use a scoring system based on the results of the interview. The scores are reviewed by the steering committee of 9 to decide whether to award an applicant with a scholarship. I*4258271 Entity Type: Entity Charitable Name of OBA: The J. Sargeant Reynolds Community College Educational Foundation, Inc Address: Richmond, Virginia, 23261 Investment Related: Yes Position, Title, Association: Committee Employee Start Date: 04/01/2026 Number of Hours: 10, Yearly Number of Hours during trading: 8, Yearly Duties: We secure private resources to help support Reynolds and its students. Investment Committee Member My role on the committee is to have oversight of the endowment and investable assets to ensure long-term sustainability for the students of JSReynolds. I do not engage in daily investment management nor do I have sole decision making capabilities, but my role does play a part in providing governance, setting policies, and monitoring performance to ensure the foundation can support it's goals I*4258272 Entity Type: N/A Name of OBA: W D A Testamentary Trust FBO J J, H S & A J Address: Glen Allen, Virginia, 23060 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 04/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: Parents, Aunt I*4258274 Entity Type: N/A Name of OBA: Rental Property 1 Address: Glen Allen, Virginia, 23060 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 04/01/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: N/A I*4259267 Entity Type: Name of OBA: Heights Church Address: Richmond, Virginia, 23238 Investment Related: No Position, Title, Association: Employee Start Date: 04/01/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: Church Count Team - count tithes & offerings I*4259274 Entity Type: Entity Charitable Name of OBA: American Heart Association Address: Dallas, Texas, 75231 Investment Related: No Position, Title, Association: Committee Employee Start Date: 04/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: A major voluntary health organization devoted to fighting heart disease and stroke. Executive Leadership Team for the GoRed for Women - fundraising and helping with the GoRed for Women luncheon.

Exams

• S66 Uniform Combined State Law Examination
  2026-08-24

Other Names

• Sara Averette Johnson
• Sara Newton Averette
• Sara Johnson