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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Wheeling | WV | 03/2015 | 02/2018 |
| Bb&T Investments | Wheeling | WV | 02/2018 | 02/2021 |
| Bb&T Securities, Llc | Wheeling | WV | 02/2018 | 02/2021 |
| Truist Investment Services, Inc. | Wheeling | WV | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
AMERICAN FIREWORKS POSITION: Pyrotechnic in training NATURE: Pyrotechnic in training, I will be responsible for setting up and detonating professional fireworks displays. This will take place seasonally during the summer months and typically be less than 5 days per year. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 3 START DATE: 05/23/2020 ADDRESS: 7041 Darrow Rd, Hudson OH 44236 HARLEY SCHULTZ POSITION: Homeowner/landlord NATURE: Occasionally rent former residence to generate rental income when not in use by family. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: Wheeling WV, United States DESCRIPTION: Landlord duties & property maintenance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-01 |
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