John Arnold Thomas

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2023 → Present
  Truist Advisory Services Inc.
  Knightdale, NC
• 03/2023 → Present
  Truist Investment Services Inc.
  Knightdale, NC
• 05/2011 → 02/2023
  Bbt / Truist
  Charlotte, NC

Other Businesses

NETWORKING INC POSITION: Treasurer NATURE: Business networking group that meets 2 times per month to share leads and help each other generate business in the local community as well as discussions and educational topics related to growing businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 11/28/2017 ADDRESS: Wendell NC, United States DESCRIPTION: I serve as treasurer and my responsibilities are to invoice and collect dues and deposit into bank account as well as dues and membership recording keeping.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-05
• S63 Uniform Securities Agent State Law Examination
  2000-08-17