Carl Albert Modecki

Current Employers

Truist Advisory Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-08-17

PA RA
APPROVED

Since 2026-08-17

Branch Locations

919 E Main St Fl 2, Richmond, VA 23219 • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Citigroup Global Markets	Washington	DC	12/2012	07/2019
Wells Fargo Bank, Na	Richmond	VA	02/2020	05/2022
Wells Fargo Clearing Services, Llc	Richmond	VA	02/2020	05/2022
Private Investor And Volunteer	Richmond	VA	08/2019	01/2020
First Citizens Investor Services	Raleigh	NC	11/2023	08/2026
Texas Mid-Atlantic Llc	Richmond	VA	05/2022	10/2023
Truist Investment Services, Inc.	Richmond	VA	08/2026	Present
Truist Advisory Services, Inc.	Richmond	VA	08/2026	Present

12/2012 → 07/2019

Citigroup Global Markets

Washington, DC
02/2020 → 05/2022

Wells Fargo Bank, Na

Richmond, VA
02/2020 → 05/2022

Wells Fargo Clearing Services, Llc

Richmond, VA
08/2019 → 01/2020

Private Investor And Volunteer

Richmond, VA
11/2023 → 08/2026

First Citizens Investor Services

Raleigh, NC
05/2022 → 10/2023

Texas Mid-Atlantic Llc

Richmond, VA
08/2026 → Present

Truist Investment Services, Inc.

Richmond, VA
08/2026 → Present

Truist Advisory Services, Inc.

Richmond, VA

Previous Registrations

2025-02-21 → 2026-08-12

First Citizens Investor Services, Inc.

Raleigh, NC

Charlotte, NC

Raleigh, NC

Other Businesses

Texas Mid-Atlantic LL; 7106 River Rd. Richmond, VA 23229; rental property; began 5/1/22; 4 hours/month; 0 during trading hours; owner of rental property; compensation is a percentage of rents collected. RENTAL PROPERTY; INVESTMENT RELATED; ARLINGTON,VA; 100% OWNERSHIP; START DATE 06/12/2004; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY, INVT RELATED, ARLINGTON, VA, 100% OWNERSHIP, START DATE 10/1/2019, 2 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. RENTAL PROPERTY, INVT RELATED, CHARLOTTE, NC, 100% OWNERSHIP, START DATE 5/1/2018, 2 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. RENTAL PROPERTY, INVT RELATED, RICHMOND, VA, 100% OWNERSHIP, START DATE 9/30/2018, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. RENTAL PROPERTY, INVT RELATED, HENRICO, VA, 100% OWNERSHIP, START DATE 5/15/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. RENTAL PROPERTY, INVT RELATED, Arlington, VA 100% OWNERSHIP START DATE 03/22/2022, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER RENTAL PROPERTY, INVT RELATED, RICHMOND, VA 100% OWNERSHIP START DATE 05/01/2022, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-09
S63	Uniform Securities Agent State Law Examination	2001-11-09

S65 Uniform Investment Adviser Law Examination

2025-01-09
S63 Uniform Securities Agent State Law Examination

2001-11-09

Other Names

Carl Albert Modecki
Carl A Modecki
Carl A Modecki
Carl A Modecki
Carl A Modecki
Cam Modecki
Carl Albert Modecki

View on SEC IAPD