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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-09-01 |
Branch Locations
737 J Clyde Morris Blvd Fl 3, Newport News, VA 23601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Newport News | VA | 08/2010 | 11/2016 |
| Wachovia Bank, N.A. | Newport News | VA | 08/2010 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Newport News | VA | 11/2016 | 08/2022 |
| Truist Investment Services, Inc. | Richmond | VA | 08/2022 | Present |
| Truist Advisory Services, Inc. | Richmond | VA | 08/2022 | Present |
RIVERSIDE LIFELONG HEALTH POSITION: Board Member NATURE: Provides long term care housing and health options for the community. A subsidiary of Riverside Health Systems. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/30/2019 ADDRESS: Newport News, VA, United States DESCRIPTION: Attend Board Meetings and support professional staff in the mission JAMES RIVER ASSOCIATION POSITION: Executive Board Member at Large NATURE: Protect, improve and provide access to the James River INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 06/30/2019 ADDRESS: Richmond, VA, United States DESCRIPTION: Work with professional staff on the mission of the Board
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-22 |
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