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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2023-11-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc | Charleston | WV | 09/2023 | 01/2024 |
| Bb&T | Charleston | WV | 02/2016 | 03/2020 |
| Truist | Charleston | WV | 03/2020 | 12/2024 |
| Truist Advisory Services, Inc | West Virginia | WV | 11/2023 | 12/2024 |
| Truist Investment Services, Inc | Charleston | WV | 01/2024 | 12/2024 |
| Truist Investment Services, Inc. | Charleston | WV | 12/2024 | Present |
| Truist Advisory Services, Inc. | Charleston | WV | 12/2024 | Present |
HOPE FOR APPALACHIA POSITION: Board Member NATURE: Addition recovery organization helping women and children affected by addiction; INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: Charleston WV, United States DESCRIPTION: Advisory board member; no access to funds. ROTARY CLUB OF CHARLESTON WV POSITION: Orientation Chair NATURE: Club of Rotary International. This club is a group of Business and professional leaders in the area who work together to serve their community. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: Charleston WV, United States DESCRIPTION: Welcome new members with a welcome email and direct them to the new member orientation video.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-20 |
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