Travis O'QUinn

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 01/2020 → 02/2021
  Suntrust Investment Services, Inc
  Atlanta, GA
• 11/2020 → 02/2021
  Suntrust Advisory Services,Inc.
  Atlanta, GA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Richmond, VA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Richmond, VA

Previous Registrations

• 2013-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Richmond, VA
  Richmond, VA
• 2006-10-18 → 2013-01-02
  Scott & Stringfellow, Llc
  Richmond, VA
  Richmond, VA
• 2005-02-01 → 2005-03-11
  Wells Fargo Clearing Services, Llc
  Glen Allen, VA

Other Businesses

RENTAL PROPERTY 1 POSITION: Owner NATURE: Owner INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2016 ADDRESS: 16 Hagen St, Buffalo NY 14215 ST. PETER CHURCH POSITION: Chair of Finance/Trustee NATURE: Chair of Finance/Trustee(non-paid) - at a not for profit faith based organization. I'm responsible for working with members and leaders to make sure that they understand and adhere to the budget.I'm also responsible for helping to support the mission and vision of the church. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 2040 Mountain Rd, Glen Allen VA 23060 RENTAL PROPERTY 2 POSITION: Owner NATURE: Owner INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2018 ADDRESS: 32 Gualbert st, Buffalo NY 14215, GEORGE & LILLIE PROPERTIES, LLC POSITION: Owner NATURE: Real estate Holdings. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: New York NY, United States DESCRIPTION: The activities will include the acquisition of rental property. RAVENSCROFT POSITION: Board of Trustees NATURE: It's a co-ed school focused on nurturing individual potential and preparing students to thrive in a complex and interdependent world. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: Raleigh NC, United States DESCRIPTION: As Trustee, I will be a custodian of the school who hold in trust the mission and the reputation of the school.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-07