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Stephen Dakin Pattison

Truist Advisory Services, Inc.

Richmond, VA

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-01-06
TX RA APPROVED_RES 2023-09-08
VA RA APPROVED 2016-09-20
  • RI RA
    APPROVED
    Since 2025-01-06
  • TX RA
    APPROVED_RES
    Since 2023-09-08
  • VA RA
    APPROVED
    Since 2016-09-20

Branch Locations

6618 Richmond Hwy, Richmond, VA 22306 • 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
Truist Investment Services, Inc. Richmond VA 08/2013 Present
Truist Advisory Services, Inc. Richmond VA 08/2016 Present
Previous Registrations
  • 2012-10-03 → 2013-08-23
    Osaic Institutions, Inc.
    Alexandria, VA
    Midlothian, VA
  • 2008-04-24 → 2011-06-30
    Bb&T Investment Services, Inc.
    Alexandria, VA
    Woodbridge, VA
    Woodbridge, VA
    Springfield, VA
    Woodbridge, VA
    Alexandria, VA
    Alexandria, VA
    Alexandria, VA
    Alexandria, VA
    Alexandria, VA
    Charlotte, NC
    Springfield, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-23
S63 Uniform Securities Agent State Law Examination 1997-07-24
  • S65 Uniform Investment Adviser Law Examination
    2008-04-23
  • S63 Uniform Securities Agent State Law Examination
    1997-07-24
Other Names
  • Steve Pattison

View on SEC IAPD

Other Firms

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WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

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