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Dale Thomas Heely

Truist Advisory Services, Inc.

Virginia Beach, VA

CRD 4002158

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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
VA RA APPROVED 2024-08-27
  • VA RA
    APPROVED
    Since 2024-08-27

Branch Locations

948 Laskin Road 3Rd Floor, Virginia Beach, VA 23451 • 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
Wells Fargo Advisors Llc Virginia Beach VA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Virginia Beach VA 11/2016 08/2024
Truist Investment Services, Inc Virgiin Beach VA 08/2024 Present
Truist Advisory Services, Inc Virginia Beach VA 08/2024 Present
Previous Registrations
  • 2011-12-13 → 2024-08-29
    Wells Fargo Clearing Services, Llc
    Norfolk, VA
    Virginia Beach, VA
    Virginia Beach, VA
    Norfolk, VA
    Virginia Beach, VA
    Minneapolis, MN
    Norfolk, VA
    Tarpon Springs, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-12
S63 Uniform Securities Agent State Law Examination 2004-10-15
  • S66 Uniform Combined State Law Examination
    2011-12-12
  • S63 Uniform Securities Agent State Law Examination
    2004-10-15
Other Names
  • Dale Heely

View on SEC IAPD

Nearby Firms

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Nearby Investors

BRYAN BARTLETT REX
JOSEPH SCOTT KOMARNICKI
ADAM THOMAS REX

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
BEACON HARBOR WEALTH ADVISORS · VIRGINIA BEACH, VA

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