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Anthony Joseph Destefano

Truist Advisory Services, Inc.

Everett, PA

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-09-30
  • PA RA
    APPROVED
    Since 2022-09-30

Branch Locations

140 E Main St, Everett, PA 15537 • 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
M&T Securities Altoona PA 09/2006 06/2021
Lpl Financial Llc Altoona PA 06/2021 09/2022
Truist Investment Services, Inc Everett PA 09/2022 Present
Truist Advisory Services, Inc Everett PA 09/2022 Present
Previous Registrations
  • 2021-06-09 → 2022-10-25
    Lpl Financial Llc
    Bellwood, PA
    Leesburg, VA
    Bedford, PA
    Tyrone, PA
    Altoona, PA
    Roaring Spring, PA
    Everett, PA
    Altoona, PA
    Altoona, PA
    Duncansville, PA
  • 2017-04-07 → 2021-06-09
    M&T Securities, Inc.
    Bellwood, PA
    Tyrone, PA
    Altoona, PA
    Altoona, PA
    Altoona, PA
    Tyrone, PA
    Williamsport, PA
    Roaring Spring, PA
    Altoona, PA
    Altoona, PA
    Duncansville, PA
    Leesburg, VA
    Tyrone, PA
    Everett, PA
    Bedford, PA
    Baltimore, MD
  • 2003-08-21 → 2005-09-26
    Citizens Securities, Inc.
    State College, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-06
S63 Uniform Securities Agent State Law Examination 1999-10-13
  • S65 Uniform Investment Adviser Law Examination
    2017-04-06
  • S63 Uniform Securities Agent State Law Examination
    1999-10-13
Other Names
  • Anthony J. Destefano

View on SEC IAPD

Other Firms

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LPL FINANCIAL LLC
PFS INVESTMENTS INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
GWN SECURITIES INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MML INVESTORS SERVICES, LLC

Other Investors

LESA FEUILLET HAAS
Steven Dull
TONYA NORTHCRAFT
Jeffrey L Gable
Leigh Taylor Shank
MATTHEW PAUL RANDALL
MICHAEL GERARD AKERS
DANIEL WILLIAM DEARMENT

Other Offices

CETERA INVESTMENT ADVISERS LLC · EVERETT, PA
LPL FINANCIAL LLC · EVERETT, PA
PFS INVESTMENTS INC. · EVERETT, PA
EDWARD JONES · EVERETT, PA
EDWARD JONES · EVERETT, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Bedford, PA
TRUIST ADVISORY SERVICES, INC. · BEDFORD, PA
GWN SECURITIES INC. · Bedford, PA

More in Everett, PA

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