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Margaret Shalvoy Holt

Truist Advisory Services, Inc.

Jacksonville, FL

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-08-22
  • FL RA
    APPROVED
    Since 2022-08-22

Branch Locations

1200 Riverplace Blvd Fl 5, Jacksonville, FL 32207 • 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
Compass Bank Birmingham AL 01/2005 12/2021
Bbva Securities Inc. Jacksonville FL 05/2013 12/2021
Bbva Compass Insurance Agency, Inc. Austin TX 01/2005 12/2021
Truist Investment Services, Inc. Atlanta GA 12/2021 Present
  • 01/2005 → 12/2021
    Compass Bank
    Birmingham, AL
  • 05/2013 → 12/2021
    Bbva Securities Inc.
    Jacksonville, FL
  • 01/2005 → 12/2021
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 12/2021 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-15
S63 Uniform Securities Agent State Law Examination 2003-03-18
  • S66 Uniform Combined State Law Examination
    2022-08-15
  • S63 Uniform Securities Agent State Law Examination
    2003-03-18
Other Names
  • Peggy A. Shalvoy
  • Peggy S. Bellinger
  • Peggy Holt
  • Margaret S. Holt

View on SEC IAPD

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Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
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