Walter Clayton Pate

Current Employers

Employment History

• 06/2015 → 02/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charleston, SC
• 08/2015 → 02/2017
  Bank Of America, N.A.
  Charleston, SC
• 02/2017 → 02/2021
  Bb&T Securities
  Mount Pleasant, SC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Mt. Pleasant, SC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Mt. Pleasant, SC

Previous Registrations

• 2017-02-27 → 2021-02-17
  Bb&T Securities, Llc
  Mt. Pleasant, SC
  Richmond, VA
• 2015-07-29 → 2017-02-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
• 2008-08-01 → 2015-07-06
  Nationwide Securities, Llc
  Charlotte, NC
  Charlotte, NC
  Raleigh, NC
  Suwanee, GA
  Cumming, GA
  Columbus, OH
• 2004-12-06 → 2008-08-01
  1717 Capital Management Company
  Raleigh, NC
  Duluth, GA
  Newark, DE
  Duluth, GA

Other Businesses

CHARLESTON AREA CITADEL CLUB POSITION: President NATURE: Charleston Area Citadel Club is a non-profit that seeks to raise funds to assist with Citadel related causes. The club exists to raise money through events and membership and to use funds raised to support Citadel related causes. I help with the organization of the golf tournament and the fishing tournament as well as the tailgating events during football season. I am not on the fund-raising committee, nor do I have any clients that are members of the club. My job is a support role for the club and the events of the club. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2025 ADDRESS: Charleston SC, United States DESCRIPTION: I moved to the President of the Club for 2025. We work for events that benefit the causes of the Citadel club and the alumni of The Citadel. The club exists to raise money through events and membership and to use funds raised to support Citadel related causes. I help with the organization of the golf tournament as well as the tailgating events during football season. My job is to lead the organization in holding our events.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-25
• S63 Uniform Securities Agent State Law Examination
  1996-11-07

Designations

Other Names

• Walter Clayton Pate