BB&T Securities is an investment advisor in Richmond with $26.16 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Clearview Correspondent Services, LLC
SEC CIK
IRS number
205817590
SEC advisor number
801-77145
FINRA CRD number
142785
AUM ?
$26.16 bn
(as of 15 Dec 20)
Accounts
64,869
(as of 15 Dec 20)
Employees
1,833
(568 investment advisory or research)
Address
BB&T Securities
901 EAST BYRD STREET
RIVERFRONT PLAZA, WEST TOWER
RICHMOND
VA 23219
901 EAST BYRD STREET
RIVERFRONT PLAZA, WEST TOWER
RICHMOND
VA 23219
Office hours
Monday - Friday, 8:30 A.M. TO 5:00 P.M.
Phone
804-787-8249
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Truist Financial Corporation | Sole Member | 08/2006 | > 75% |
Cram, Bryan Scott | Chief Executive Officer/board of Managers | 01/2019 | < 5% |
Owen, Michael Cole | Senior Managing Director/regional Manager | 01/2013 | < 5% |
Ball, Michael Douglas | Senior Managing Director/regional Manager | 01/2013 | < 5% |
Griffin, Wayne Clark | Rop | 04/2017 | < 5% |
Rip, Olga | Principal Financial Officer | 10/2018 | < 5% |
Tyson, Tonya Belfield | Principal Operations Officer | 10/2018 | < 5% |
Hechtlinger, Susan | Chief Compliance Officer/ Board of Managers | 09/2020 | < 5% |
Speetjens, Felicia Ann | Head of Product/board of Managers | 09/2020 | < 5% |
Mccallum, Charles Falconer III | Head of Supervision/board of Managers | 09/2020 | < 5% |
Latest filings (excl ownership)
MA-W
Municipal Advisor notice of withdrawal
31 Aug 20
MA-I/A
Municipal Advisor registration (individual) (amended)
7 Aug 20
MA-I/A
Municipal Advisor registration (individual) (amended)
5 Aug 20
MA-I/A
Municipal Advisor registration (individual) (amended)
4 Aug 20
MA-I/A
Municipal Advisor registration (individual) (amended)
4 Aug 20
MA-I/A
Municipal Advisor registration (individual) (amended)
4 Aug 20
MA-I/A
Municipal Advisor registration (individual) (amended)
4 Aug 20
MA-I/A
Municipal Advisor registration (individual) (amended)
4 Aug 20
MA-I/A
Municipal Advisor registration (individual) (amended)
4 Aug 20
MA-I/A
Municipal Advisor registration (individual) (amended)
4 Aug 20
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
27 Jul 20
13F-NT
Notice of holdings reported by another manager
6 May 20
13F-NT
Notice of holdings reported by another manager
14 Feb 20
13F-HR
Quarterly holdings report by institutional manager
30 Oct 19
13F-HR
Quarterly holdings report by institutional manager
7 Aug 19
13F-HR
Quarterly holdings report by institutional manager
14 May 19
13F-HR
Quarterly holdings report by institutional manager
4 Feb 19
13F-HR
Quarterly holdings report by institutional manager
14 Nov 18
13F-HR
Quarterly holdings report by institutional manager
13 Aug 18
13F-HR
Quarterly holdings report by institutional manager
14 May 18