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Gladys Valentin Klevgard

Truist Advisory Services, Inc.

Richmond, VA

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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

1001 Semmes Ave Fl 3, Richmond, VA 23224 • 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 Richmond VA 06/2014 02/2021
Truist Investment Services, Inc. Richmond VA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 06/2014 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Richmond, VA
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2014-06-20 → 2021-02-17
    Bb&T Securities, Llc
    Richmond, VA
    Richmond, VA
  • 2013-02-14 → 2014-06-20
    Equitable Advisors, Llc
    Richmond, VA
  • 2007-11-16 → 2013-02-25
    Truist Investment Services, Inc.
    Richmond, VA
    Richmond, VA
    Richmond, VA
    Richmond, VA
    Richmond, VA
    Richmond, VA
    Tampa, FL
    Richmond, VA
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-15
  • S66 Uniform Combined State Law Examination
    2007-11-15
Other Names
  • Gladys Valentin-Klevgard
  • Gladys A. Valentin

View on SEC IAPD

Other Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

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