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Edmond Darby Henley

Truist Advisory Services, Inc.

Charlotte, NC

CRD 1895379

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-11-17
  • NC RA
    APPROVED
    Since 2020-11-17

Branch Locations

4777 Sharon Rd Fl 2, Charlotte, NC 28210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Securities Charlotte NC 11/2015 02/2021
Suntrust Investment Services, Inc. Atlanta GA 12/2019 02/2021
Suntrust Bank Atlanta GA 12/2019 02/2021
Suntrust Advisory Services, Inc Atlanta GA 11/2020 02/2021
Truist Investment Services, Inc. Charlotte NC 02/2021 Present
Truist Advisory Services, Inc. Charlotte NC 02/2021 Present
  • 11/2015 → 02/2021
    Bb&T Securities
    Charlotte, NC
  • 12/2019 → 02/2021
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 12/2019 → 02/2021
    Suntrust Bank
    Atlanta, GA
  • 11/2020 → 02/2021
    Suntrust Advisory Services, Inc
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Charlotte, NC
  • 02/2021 → Present
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-08-11
S63 Uniform Securities Agent State Law Examination 1988-12-21
  • S65 Uniform Investment Adviser Law Examination
    1993-08-11
  • S63 Uniform Securities Agent State Law Examination
    1988-12-21
Other Names
  • Edmond Darby (Jr) Henley
  • Darby Henley
  • Edmond Darby Henley
  • E. D Henley
  • E D Henley
  • Edmond Darby Henley Jr
  • Edmond Darby Henley

View on SEC IAPD

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