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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Richmond | VA | 02/2025 | Present |
| Truist | Richmond | VA | 06/2018 | 02/2025 |
| Bb&T Securities | Richmond | VA | 05/2017 | 06/2018 |
| Bb&T | Richmond | VA | 03/2014 | 05/2017 |
| Truist Advisory Services, Inc. | Richmond | VA | 04/2025 | Present |
VIRGINIA UNITED METHODIST FOUNDATION POSITION: Board Member NATURE: The Foundation serves local United Methodist churches and Conference agencies in their efforts to expand their programs and ministries through planned giving and endowment funds. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2026 ADDRESS: Glen Allen VA, United States DESCRIPTION: Deciding which churches to support depending on their need.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
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