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Dustin Paul Mcarthur

Truist Advisory Services, Inc.

Duluth, GA

CRD 4282701

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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:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-12-10
GA RA APPROVED 2017-07-12
  • TX RA
    APPROVED_RES
    Since 2019-12-10
  • GA RA
    APPROVED
    Since 2017-07-12

Branch Locations

9600 Medlock Bridge Rd, Duluth, GA 30097 • 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
Fidelity Brokerage Services Llc Atlanta GA 05/2015 05/2017
Suntrust Investment Services, Inc Atlanta GA 06/2017 Present
Suntrust Advisory Services,Inc Atlanta GA 06/2017 Present
  • 05/2015 → 05/2017
    Fidelity Brokerage Services Llc
    Atlanta, GA
  • 06/2017 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 06/2017 → Present
    Suntrust Advisory Services,Inc
    Atlanta, GA
Previous Registrations
  • 2015-06-01 → 2017-06-05
    Dunwoody, GA
  • 2015-02-12 → 2015-05-04
    Southbridge
    Marrietta, GA
  • 2007-04-20 → 2013-02-08
    Truist Investment Services, Inc.
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
  • 2003-04-07 → 2006-08-18
    Atlanta, GA
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-19
  • S66 Uniform Combined State Law Examination
    2000-10-19
Designations
  • Certified Financial Planner
Other Names
  • Dustin Paul Mcarthur
  • Dustin Paul Mc Arthur

View on SEC IAPD

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