Devon Elise Killian

Current Employers

Employment History

• 06/2013 → 07/2017
  Pj Robb Variable Corp
  Charlotte, NC
• 04/2013 → 07/2017
  Crump Life Insurance Services Dba Bb&T Life Insurance Services
  Charlotte, NC
• 07/2017 → 01/2019
  Bb&T Bank
  Monroe, NC
• 07/2017 → 01/2021
  Bb&T Investments
  Monroe, NC
• 01/2018 → 01/2021
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → 01/2021
  Bb&T
  Monroe, NC
• 01/2021 → 09/2022
  Truist Investment Services
  Atlanta, GA
• 01/2021 → 06/2024
  Suntrust Advisory Services, Inc
  Atlanta, GA
• 09/2022 → 06/2024
  Truist Investment Services, Inc
  Charlotte, NC
• 06/2024 → Present
  Pinnacle Financial Partners
  Charlotte, NC
• 07/2024 → Present
  Raymond James Financial Services, Inc.
  Charlotte, NC
• 07/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Charlotte, NC
• 06/2024 → Present
  Pinnacle Bank
  Charlotte, NC
• 06/2024 → Present
  Pinnacle Asset Managment
  Charlotte, NC

Previous Registrations

• 2024-07-16 → 2025-06-30
  Raymond James Financial Services Advisors, Inc
  Charlotte, NC
• 2021-01-08 → 2024-04-17
  Truist Advisory Services, Inc.
  Charlotte, NC
  Charlotte, NC
  Monroe, NC
• 2018-01-02 → 2021-03-10
  Bb&T Securities, Llc
  Charlotte, NC
  Monroe, NC
  Richmond, VA
  Richmond, VA
• 2017-08-18 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Monroe, NC
• 2010-09-21 → 2013-04-29
  Morgan Stanley
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Purchase, NY

Other Businesses

(1)Name of Business: Pinnacle Asset Management Address: 1213 W Morehead St Ste 400, Charlotte, NC, 28208-5581, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/10/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: RJ is holding my FINRA licenses, I can refer clients to them from the bank channel. (2)Name of Business: Pinnacle Financial Partners Address: 1213 W Morehead St Ste 400, Charlotte, NC, 28208-5581, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/10/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Wealth Financial Partner-onboard clients and deepen current client relationships by advising on personal planning topics. Bring in partners where appropriate. Addressing personal banking, credit, investments, risk management and estate/trust planning. NAME: Union County/Southern Piedmont Region Board Member, American Red Cross POSITION: Board Member NATURE: Board Member / Committee Member INVESTMENT RELATED: No NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS: 0 START DATE: 10/1/2018 ADDRESS: 125 Pedro Steet, Monroe, NC 28110 DESCRIPTION: Attend regular board meetings, volunteer as available, raise awareness of organization and our cause.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-18

Other Names

• Devon Elise Killian
• Devon K. Simpson
• Devon Elise Killian
• Devon Elise Simpson
• Devon Killian Simpson