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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-02-17
  • NC RA
    APPROVED
    Since 2021-02-17

Branch Locations

110 S Stratford Rd Ste 502, Winston-Salem, NC 27104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Bank Winston Salem NC 06/2016 01/2017
Bb&T Investment Services, Inc. Winston Salem NC 08/2016 01/2017
Bb&T Investment Services, Inc. Charlotte NC 01/2017 02/2021
Bb&T Bank Wilmington NC 01/2017 02/2021
Bb&T Securities, Llc Richmond VA 01/2018 02/2021
Truist Investment Services, Inc. Wilmington NC 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 06/2016 → 01/2017
    Bb&T Bank
    Winston Salem, NC
  • 08/2016 → 01/2017
    Bb&T Investment Services, Inc.
    Winston Salem, NC
  • 01/2017 → 02/2021
    Bb&T Investment Services, Inc.
    Charlotte, NC
  • 01/2017 → 02/2021
    Bb&T Bank
    Wilmington, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Wilmington, NC
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Wilmington, NC
    Richmond, VA
  • 2016-11-22 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Winston-Salem, NC
    Wilmington, NC
Other Businesses

THE BETHESDA CENTER POSITION: Board Member NATURE: They are a homeless shelter located in Winston Salem, NC. They provide shelter, food, and programs to help get people into permanent housing. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 03/27/2024 ADDRESS: Winston Salem NC, United States DESCRIPTION: Vote on agenda topics ranging from a budget to employee roles. Help with fundraising events (planning/organizing). THE SPINELLI CHRONICLES POSITION: Owner NATURE: Sole Proprietorship setup to pay our nanny. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/07/2025 ADDRESS: Winston Salem NC, United States DESCRIPTION: Paying nanny for childcare.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-22
  • S66 Uniform Combined State Law Examination
    2016-11-22
Other Names
  • Jillian Leigh Summers

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