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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 2022-06-07
  • NC RA
    APPROVED
    Since 2022-06-07

Branch Locations

603 E Blvd Ste A, Williamston, NC 27892 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cary NC 06/2019 Present
East Carolina University Greenville NC 08/2015 12/2018
Unemployed Williamston NC 01/2019 05/2019
Bank Of America Merrill Lynch Cary NC 06/2017 08/2017
Bank Of America Merrill Lynch Cary NC 06/2018 08/2018
Bank Of America, N.A. Cary NC 11/2019 Present
Truist Investment Services, Inc. Rocky Mount NC 06/2022 Present
Truist Advisory Services, Inc. Rocky Mount NC 06/2022 Present
  • 06/2019 → Present
    Cary, NC
  • 08/2015 → 12/2018
    East Carolina University
    Greenville, NC
  • 01/2019 → 05/2019
    Unemployed
    Williamston, NC
  • 06/2017 → 08/2017
    Bank Of America Merrill Lynch
    Cary, NC
  • 06/2018 → 08/2018
    Bank Of America Merrill Lynch
    Cary, NC
  • 11/2019 → Present
    Bank Of America, N.A.
    Cary, NC
  • 06/2022 → Present
    Truist Investment Services, Inc.
    Rocky Mount, NC
  • 06/2022 → Present
    Rocky Mount, NC
Previous Registrations
Other Businesses

MARTIN COUNTY ECONOMIC DEVELOPMENT CORPORATION POSITION: Board Member NATURE: The Martin County Economic Development Corporation is the designated local organization that leads the business recruitment effort for Martin County and its municipalities. We work with regional and statewide economic development organizations and business allies to bring new jobs and investment to our County, as well as to support and nurture our existing industry. We work with companies both large and small, and welcome the opportunity to help any organization that is looking for an ideal place to establish or expand its facilities. Our organization is publicly funded by the County and the Board is appointed by the County Commissioners. In addition, we are supported by a local Committee of 100, a private 501(c)3 non-profit that provides supplemental funding for special projects such as our County industrial park, new shell building, some infrastructure extensions and specific marketing efforts. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2023 ADDRESS: Williamston NC, United States DESCRIPTION: My duties and responsibilities with the Martin County Economic Development Corporation are solely of a passive nature. We gather once a month to discuss business activities (and potential business opportunities) throughout Martin County. We all bring a different business perspective to the table, and all are committed to helping Martin County succeed and grow. MARTIN COMMUNITY COLLEGE BOARD OF TRUSTEES POSITION: Trustee NATURE: The Board of Trustees of Martin Community College serves to safeguard the mission of the college, represent the voice of the community, and ensure accountability, quality and access. The board governs as both a corporate body and a public body, exercising powers that include, hiring, budgeting, and policymaking. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2025 ADDRESS: Williamston NC, United States DESCRIPTION: The core responsibilities of the Martin Community College Board of Trustees include (A) hiring, supporting, and evaluating the President, (B) adopting bylaws and policies for Martin Community College, (C) approving and overseeing the budget for Martin Community College, (D) safeguarding institutional accreditation, and (E) setting strategic direction and monitoring outcomes. We are obligated to act in good faith, avoid any conflicts of interest, and follow all applicable governing documents.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-23
  • S66 Uniform Combined State Law Examination
    2019-10-23
Other Names
  • William Taylor

View on SEC IAPD

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