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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-10-01 |
Branch Locations
2 W Washington St Fl 8, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc | Greenville | NC | 06/2024 | 10/2025 |
| Bb&T | Charleston | SC | 03/2014 | 12/2018 |
| Truist | Greenville | SC | 01/2019 | 01/2021 |
| Truist Bank | Greenville | SC | 01/2019 | 05/2024 |
| Truist Advisory Services, Inc. | Greenville | SC | 10/2024 | 10/2025 |
| Truist Investment Services, Inc | Greenville | SC | 10/2025 | Present |
| Truist Advisory Services, Inc. | Greenville | SC | 10/2025 | Present |
AMERICAN'S BANKER ASSOCIATION TRUST SCHOOL POSITION: Board Member NATURE: Board Member on the ABA Trust School Board INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2023 ADDRESS: Washington DC, United States DESCRIPTION: Help promote trust school and attend trust school events to meet with attending members. TBRE HOLDINGS, LLC POSITION: Member NATURE: Intending to use property for short term rentals. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2026 ADDRESS: Greenville SC, United States DESCRIPTION: Assist with short term rental property; work with property manager to allow them to market property for renters.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
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