Thomas Ronald Rouse

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

• 06/2014 → 02/2021
  Bb&T Securities, Llc
  Greenville, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Greenville, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Greenville, NC

Previous Registrations

• 2014-06-09 → 2021-02-17
  Bb&T Securities, Llc
  Greenville, NC
  Richmond, VA
• 2004-02-11 → 2014-06-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenville, NC
• 2003-09-09 → 2004-02-17
  Ws Griffith Securities, Inc.
  Raleigh, NC

Other Businesses

ANTLER PINES LLC POSITION: Owner NATURE: Considering the purchase of a small timber property adjacent to land my in-laws already own. The property is strictly a timber site. I will be the sole owner and will only receive compensation from timber sales on an irregular basis. The site will also be used as an outdoor recreational site for me and my family. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/04/2019 ADDRESS: 304 Pinewood Drive, Greenville NC 27858 ST. JAMES UNITED METHODIST CHURCH POSITION: Board Member NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/26/2024 ADDRESS: Greenville NC, United States DESCRIPTION: Serve as a board member overseeing the activities of the church.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-03
• S63 Uniform Securities Agent State Law Examination
  2000-08-08

Designations

• Certified Financial Planner