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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
110 S Stratford Rd Ste 502, Winston-Salem, NC 27104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-22 |
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