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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-17 |
Branch Locations
9048 State Road 54, New Port Richey, FL 34652 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Clearwater | FL | 04/2014 | 04/2017 |
| Bb&T Investments | Palm Harbor | FL | 05/2017 | 01/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T Securities | Clearwater | FL | 01/2021 | 02/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-04 |
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