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Brandon Scott Weber

Truist Advisory Services, Inc.

Severna Park, MD

CRD 4592384

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2020-11-17
  • MD RA
    APPROVED
    Since 2020-11-17

Branch Locations

155 Richie Hwy, Severna Park, MD 21146 • 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 Investment Services, Inc. Annapolis MD 03/2013 02/2021
Bb&T Securities, Llc Severna Park MD 01/2018 02/2021
Suntrust Investment Services, Inc. Atlanta GA 12/2019 02/2021
Suntrust Bank Atlanta GA 12/2019 02/2021
Truist Investment Services, Inc. Severna Park MD 02/2021 Present
  • 03/2013 → 02/2021
    Bb&T Investment Services, Inc.
    Annapolis, MD
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Severna Park, MD
  • 12/2019 → 02/2021
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 12/2019 → 02/2021
    Suntrust Bank
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Severna Park, MD
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Severna Park, MD
    Charlotte, NC
    Columbia, MD
    King Of Prussia, PA
    Richmond, VA
  • 2006-03-21 → 2018-01-02
    Bb&T Investment Services, Inc.
    Mooresville, NC
    Severna Park, MD
    Edgewater, MD
    Columbia, MD
    Frederick, MD
    Middletown, MD
    Annapolis, MD
    Frederick, MD
    La Plata, MD
    Hampstead, MD
    Bel Air, MD
    Chestertown, MD
    Baltimore, MD
    Glen Burnie, MD
    Annapolis, MD
    Walkersville, MD
    Salisbury, MD
    Deale, MD
    Taneytown, MD
    Mount Airy, MD
    Annapolis, MD
    Manchester, MD
    Centreville, MD
    Columbia, MD
    Waldorf, MD
    Pikesville, MD
    Owings Mills, MD
    Westminster, MD
    Eldersburg, MD
    Elkridge, MD
    Frederick, MD
    Frederick, MD
    Catonsville, MD
    Annapolis, MD
    Finksburg, MD
    Westminster, MD
    Baltimore, MD
    Timonium, MD
    Easton, MD
    Prince Frederick, MD
    Waldorf, MD
    Jarrettsville, MD
    Resiterstown, MD
    Lothian, MD
    Crofton, MD
    Edgewater, MD
    Bishopville, MD
    Havre De Grace, MD
    Annapolis, MD
    Hunt Valley, MD
    White Plains, MD
    Dunkirk, MD
    Baltimore, MD
    Laurel, MD
    California, MD
    Frederick, MD
    Greensboro, MD
    Ellicott City, MD
    Westminster, MD
    Edgewood, MD
    Odenton, MD
    Frederick, MD
    Gambrills, MD
    Fallston, MD
    Huntersville, NC
    Charlotte, NC
    Charlotte, NC
  • 2006-01-27 → 2006-03-21
    Bb&T Asset Management, Inc.
    Huntersville, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-21
S63 Uniform Securities Agent State Law Examination 2002-11-14
  • S66 Uniform Combined State Law Examination
    2005-12-21
  • S63 Uniform Securities Agent State Law Examination
    2002-11-14
Designations
  • Certified Financial Planner
Other Names
  • Brandon Weber
  • Brandon Scott Weber

View on SEC IAPD

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