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Charles Edward Held

Truist Advisory Services, Inc.

Washington, DC

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-12-07
DC RA APPROVED 2016-10-07
  • VA RA
    APPROVED
    Since 2018-12-07
  • DC RA
    APPROVED
    Since 2016-10-07

Branch Locations

1369 Connecticut Ave Nw, Washington, DC 20036 • 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
Suntrust Investment Services,Inc Atlanta GA 06/2011 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 06/2011 → Present
    Suntrust Investment Services,Inc
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
  • 2011-03-31 → 2011-06-13
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Fairfax, VA
    Oakton, VA
    South Riding, VA
    Fairfax, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-29
S63 Uniform Securities Agent State Law Examination 1996-12-03
  • S65 Uniform Investment Adviser Law Examination
    2011-03-29
  • S63 Uniform Securities Agent State Law Examination
    1996-12-03
Other Names
  • Charles Edward Held
  • Charles Edward Held
  • Charles Edward Held Ii
  • Chuck Held

View on SEC IAPD

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Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

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