Best Investors Account Sign in
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-03-02
OH RA APPROVED 2021-03-02
  • KY RA
    APPROVED
    Since 2026-03-02
  • OH RA
    APPROVED
    Since 2021-03-02

Branch Locations

8044 Montgomery Rd Ste 340, Cincinnati, OH 45236 • 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
Bb&T Securities, Llc. Richmond VA 10/2018 02/2021
Bb&T Cincinnati OH 10/2018 02/2021
Us Bank Dayton OH 11/2010 10/2018
Truist Investment Services, Inc. Cincinnati OH 02/2021 Present
Truist Advisory Services, Inc. Cincinnati OH 03/2021 Present
  • 10/2018 → 02/2021
    Bb&T Securities, Llc.
    Richmond, VA
  • 10/2018 → 02/2021
    Bb&T
    Cincinnati, OH
  • 11/2010 → 10/2018
    Us Bank
    Dayton, OH
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Cincinnati, OH
  • 03/2021 → Present
    Cincinnati, OH
Previous Registrations
  • 2019-01-16 → 2021-03-02
    Bb&T Securities, Llc
    Cincinnati, OH
    Crestview Hills, KY
    Crestview Hills, KY
    Charlotte, NC
    Richmond, VA
Other Businesses

PERENNIAL INVESTMENTS LLC POSITION: CEO / Owner NATURE: residential rental real estate with occasional "flip" homes. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2015 Name of Business: Heartland Turf LLC Address: Cincinnati, OH Position: Owner Nature: It is a lawn fertilization, aeration, and weed control company primarily spraying herbicides and fertilizer on residential and commercial turf grasses. Start Date: 07/01/2021 Investment Related: No Number of Hours: 5 Securities Trading Hours: 0 Description: Help advise my friend (the other 50% owner) on items related to the business from time to time. ADDRESS: 5630 Wynnburne Ave, Cincinnati OH 45238

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-16
S63 Uniform Securities Agent State Law Examination 2003-07-01
  • S66 Uniform Combined State Law Examination
    2019-01-16
  • S63 Uniform Securities Agent State Law Examination
    2003-07-01
Other Names
  • Todd Austin Mcintire
  • Todd Mcintire

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor