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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-02 |
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
110 S Stratford Rd Fl 5, Winston-Salem, NC 27104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wake Forest University | Winston Salem | NC | 08/2016 | 04/2018 |
| Northwestern Mutual | Greensboro | NC | 04/2018 | 08/2018 |
| Wake Forest University | Winston Salem | NC | 08/2018 | 05/2019 |
| Unemployed | Rocky Mount | NC | 05/2019 | 06/2019 |
| Bb&T Bank | Winston Salem | NC | 07/2019 | 10/2019 |
| Bb&T Securities, Llc | Richmond | VA | 10/2019 | 02/2021 |
| Bb&T Bank | Winston Salem | NC | 10/2019 | 02/2021 |
| Truist Investment Services, Inc. | Winston-Salem | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Winston-Salem | NC | 02/2021 | Present |
Name of Business: Set 24 Realty LLC Address: Winston Salem, NC Position: Partner Nature: My family is looking to purchase a single-family residence as an investment under an LLC Start Date: 09/01/2021 Investment Related: No Number of Hours: 8 Securities Trading Hours: 0 Description: Duties/responsibilities include those of a landlord - maintaining the property, collecting rent, and finding a tenant. TRELLIS SUPPORTIVE CARE POSITION: Board of Directors Member NATURE: Trellis Supportive Care provides hospice care, palliative care, and grief counseling to patients and families that are experiencing life-limiting illnesses. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2024 ADDRESS: Winston Salem NC, United States DESCRIPTION: My sub-committee will be the Investment Committee. My responsibilities will include Ensuring the portfolio aligns with the outlined Investment Policy Statement, Monitoring Portfolio Managers performance, and execution.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-10 |
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