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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-12-07 |
Branch Locations
150 Main Street, Trussville, AL 35173 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investments | Charlotte | NC | 04/2011 | 01/2018 |
| Bb&T Bank | Birmingham | AL | 04/2011 | 01/2019 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Trussville | AL | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Trussville | AL | 02/2021 | 09/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | 09/2023 |
| Ifp Securities, Llc | Tampa | FL | 12/2023 | Present |
| Independent Financial Partners | Tampa | FL | 12/2023 | Present |
(1) Trussville Area Chamber of Commerce - not investment related - 400 Main Street Trussville, AL 35173 - Chamber of Commerce - Volunteer - start date 12/1/2016 - 5 hours/month - 5 hours/month during trading - Volunteer at events sponsored by the Chamber (networking luncheon, Christmas parade, ribbon cuttings for new businesses, annual city festival, etc). (2) Trussville City Schools Foundation - not investment related - 476 Main Street Trussville, AL 35173 - Non-Profit 501(c)(3) - Board Member - start date 5/1/2023 - 10 hours/month - 4 hours/month during trading - Attend one monthly (before business hours at 7 a.m.), participate in the planning and promoting of events throughout the year to raise awareness of the foundation and fundraising.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-13 |
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