Best Investors Account Sign in

Scott Gola

Truist Advisory Services, Inc.

Wyomissing, PA

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

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

Branch Locations

1340 Broadcasting Rd Fl 3, Wyomissing, PA 19610 • 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
Bbtis Bernville PA 07/2016 01/2018
Bb&T Securities, Llc Wyomissing PA 01/2018 02/2021
Truist Investment Services, Inc. Sinking Spring PA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 07/2016 → 01/2018
    Bbtis
    Bernville, PA
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Wyomissing, PA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Sinking Spring, PA
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Sinking Spring, PA
    Pottsville, PA
    Charlotte, NC
    Allentown, PA
    Wyomissing, PA
    Bernville, PA
    Wyomissing, PA
    Mount Carmel, PA
    Drums, PA
    Kingston, PA
    Harrisburg, PA
    Hershey, PA
    Millersburg, PA
    Severna Park, MD
    Richmond, VA
  • 2016-09-27 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Allentown, PA
    Wyomissing, PA
    Bernville, PA
    Wyomissing, PA
Other Businesses

UNITED EVANGELICAL 01/01/2013 DENVER/PENNSYLVANIA TREASURER 15 HOURS A WEEK.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-23
S63 Uniform Securities Agent State Law Examination 2001-10-26
  • S65 Uniform Investment Adviser Law Examination
    2016-09-23
  • S63 Uniform Securities Agent State Law Examination
    2001-10-26

View on SEC IAPD

Other Firms

ATLAS WEALTH PARTNERS LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MORGAN STANLEY
RKL PRIVATE WEALTH
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SCHUYLKILL FINANCIAL, LLC

Other Investors

SEAN PATRICK MCCULLOUGH
MICHAEL JOSEPH JANVRIN
Kyle Hutchinson
GAIL C FORD
Ethan T Miller
KIRSTAN COLLEEN ULRICH
SYDNEY DIANNE SCHAEFFER
JUSTIN DANIEL SCHAEFFER

Other Offices

ATLAS WEALTH PARTNERS LLC · WYOMISSING, PA
LPL FINANCIAL LLC · WYOMISSING, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WYOMISSING, PA
MORGAN STANLEY · Wyomissing, PA
TRUIST ADVISORY SERVICES, INC. · WYOMISSING, PA
TRUIST ADVISORY SERVICES, INC. · WYOMISSING, PA
TRUIST ADVISORY SERVICES, INC. · WYOMISSISNG, PA
RKL PRIVATE WEALTH · WYOMISSING, PA

More in Wyomissing, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor