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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-04-15
SC RA APPROVED 2021-02-17
  • TX RA
    APPROVED_RES
    Since 2021-04-15
  • SC RA
    APPROVED
    Since 2021-02-17

Branch Locations

4007 Clemson Blvd Br, Anderson, SC 29621 • 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
Bbtis Seneca SC 04/2012 02/2021
Bb&T Securities, Llc Seneca SC 01/2018 02/2021
Truist Investment Services, Inc. Seneca SC 02/2021 Present
Truist Advisory Services, Inc. Seneca SC 02/2021 Present
  • 04/2012 → 02/2021
    Bbtis
    Seneca, SC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Seneca, SC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Seneca, SC
  • 02/2021 → Present
    Seneca, SC
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Greenville, SC
    Seneca, SC
    Clemson, SC
    Charlotte, NC
    Piedmont, SC
    Richmond, VA
  • 2012-04-17 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Seneca, SC
    Clemson, SC
    Clemson, SC
    Williamston, SC
    Piedmont, SC
    Charlotte, NC
    Charlotte, NC
  • 2010-10-05 → 2012-04-17
    Woodbury Financial Services, Inc.
    Greenville, SC
    Greenville, SC
    Charlotte, NC
  • 2007-04-09 → 2010-08-10
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-27
S63 Uniform Securities Agent State Law Examination 1988-12-08
  • S65 Uniform Investment Adviser Law Examination
    2007-03-27
  • S63 Uniform Securities Agent State Law Examination
    1988-12-08
Other Names
  • Jerry Senn
  • C Jerome Senn
  • Clarence Jerome Senn

View on SEC IAPD

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