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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

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

Branch Locations

4068 S Amherst Hwy, Madison Heights, VA 24572 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Investment Services, Inc. Amherst VA 11/2015 01/2018
Bb&T Securities, Llc Madison Heights VA 01/2018 02/2021
Truist Investment Services, Inc. Madison Heights VA 02/2021 Present
Truist Advisory Services, Inc. Madison Heights VA 02/2021 Present
  • 11/2015 → 01/2018
    Bb&T Investment Services, Inc.
    Amherst, VA
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Madison Heights, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Madison Heights, VA
  • 02/2021 → Present
    Madison Heights, VA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Forest, VA
    Virginia Beach, VA
    Madison Heights, VA
    Charlotte, NC
    Amherst, VA
    Lynchburg, VA
    Forest, VA
    Lynchburg, VA
    Richmond, VA
  • 2015-11-02 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Huntington, WV
    Amherst, VA
    Lynchburg, VA
    Lynchburg, VA
    Brookneal, VA
    Altavista, VA
    Madison Heights, VA
    Forest, VA
    Lynchburg, VA
    Lynchburg, VA
    Forest, VA
    Lynchburg, VA
    Virginia Beach, VA
    Madison Heights, VA
  • 2000-10-16 → 2015-11-06
    Lynchburg, VA
    Lynchburg, VA
Other Businesses

COACHING RANDOLPH COLLEGE LACROSSE POSITION: Assistant Coach NATURE: Employee INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2013 ADDRESS: Rivermont Ave., Lynchburg VA 24503 DESCRIPTION: Coaching Men's lacrosse at the NCAA Division 3 level. HOME BULIDERS ASSOCIATION OF CENTRAL VIRGINIA POSITION: Board Member NATURE: Local Home Builders Association board member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2005 ADDRESS: 20334 Timberlake Road, Lynchburg VA 24502

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-21
  • S66 Uniform Combined State Law Examination
    2000-09-21
Other Names
  • Allen Dukes

View on SEC IAPD

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