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Wayne John Dedrick

Truist Advisory Services, Inc.

Jacksonville, FL

CRD 1986473

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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
FL RA APPROVED 2023-09-20
MD RA APPROVED 2017-07-11
  • FL RA
    APPROVED
    Since 2023-09-20
  • MD RA
    APPROVED
    Since 2017-07-11

Branch Locations

1200 Riverplace Blvd Fl 5, Jacksonville, FL 32207 • 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
Ubs Financial Services Inc. Weehawken NJ 03/2005 07/2017
Suntrust Investment Services, Inc Atlanta GA 07/2017 Present
Suntrust Advisory Services, Inc Atlanta GA 07/2017 Present
Bb&T Securities, Llc Rockville MD 12/2019 Present
  • 03/2005 → 07/2017
    Weehawken, NJ
  • 07/2017 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 07/2017 → Present
    Suntrust Advisory Services, Inc
    Atlanta, GA
  • 12/2019 → Present
    Bb&T Securities, Llc
    Rockville, MD
Previous Registrations
  • 2007-03-01 → 2017-06-02
    Weehawken, NJ
    Weehawken, NJ
    Weehawken, NJ
    New York, NY
    Weehawken, NJ
    Weehawken, NJ
    Hunt Valley, MD
Other Businesses

SAINT FRANCIS UNIVERSITY POSITION: Member of Board of Trustees NATURE: Saint Francis University is an academic institution that serves a student population of roughly 2,200. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: Loretto PA, United States DESCRIPTION: The Board of Trustees will help determine the guiding principles for the University. Areas of focus will be admissions, curriculum, student life, continuing to participate in sports at the division one level, potential capital investments. I will be a general member of the Board of Trustees.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-30
S63 Uniform Securities Agent State Law Examination 1990-01-03
  • S66 Uniform Combined State Law Examination
    2006-12-30
  • S63 Uniform Securities Agent State Law Examination
    1990-01-03

View on SEC IAPD

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