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Lisa Street Baverso

Truist Advisory Services, Inc.

Newton, NC

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-02-17
  • NC RA
    APPROVED
    Since 2021-02-17

Branch Locations

12 N Main Ave, Newton, NC 28658 • 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
Bb&T Securities, Llc Newton NC 01/2018 02/2021
Truist Investment Services, Inc. Conover NC 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
Bb&T Investments Newton NC 03/2006 02/2021
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Newton, NC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Conover, NC
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 03/2006 → 02/2021
    Bb&T Investments
    Newton, NC
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Hickory, NC
    Charlotte, NC
    Claremont, NC
    Taylorsville, NC
    Maiden, NC
    Denver, NC
    Conover, NC
    Newton, NC
    Richmond, VA
  • 2014-03-11 → 2018-01-02
    Bb&T Investment Services, Inc.
    Claremont, NC
    Taylorsville, NC
    Newton, NC
    Maiden, NC
    Denver, NC
    Conover, NC
    Newton, NC
    Charlotte, NC
    Hickory, NC
    Newton, NC
    Charlotte, NC
    Newton, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-08
S63 Uniform Securities Agent State Law Examination 2000-09-08
  • S65 Uniform Investment Adviser Law Examination
    2014-03-08
  • S63 Uniform Securities Agent State Law Examination
    2000-09-08
Other Names
  • Lisa Michelle Street
  • Lisa Street Boles

View on SEC IAPD

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ANNE ABERNETHY
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Kathy S Kuczenski
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TIFFANY JO HART
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Other Offices

EDWARD JONES · Newton, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEWTON, NC
TRUIST ADVISORY SERVICES, INC. · NEWTON, NC
EDWARD JONES · NEWTON, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · NEWTON, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · NEWTON, NC
EDWARD JONES · Newton, NC
THRIVENT INVESTMENT MANAGEMENT INC. · NEWTON, NC

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