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Daniel Wade Mccall

Truist Advisory Services, Inc.

Raleigh, NC

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-10-15
  • NC RA
    APPROVED
    Since 2020-10-15

Branch Locations

434 Fayetteville St Ste 400, Raleigh, NC 27601 • 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 Bank Chapel Hill NC 06/2006 01/2019
Bb&T Investments Charlotte NC 07/2006 Present
Bb&T Securities, Llc Richmond VA 01/2018 Present
Bb&T Raleigh NC 01/2019 Present
Suntrust Investment Services, Inc. Atlanta GA 10/2020 Present
Suntrust Advisory Services, Inc. Atlanta GA 10/2020 Present
Truist Investment Services, Inc. Raleigh NC 02/2021 Present
  • 06/2006 → 01/2019
    Bb&T Bank
    Chapel Hill, NC
  • 07/2006 → Present
    Bb&T Investments
    Charlotte, NC
  • 01/2018 → Present
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → Present
    Bb&T
    Raleigh, NC
  • 10/2020 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 10/2020 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Raleigh, NC
Previous Registrations
  • 2018-01-02 → 2021-03-02
    Bb&T Securities, Llc
    Chapel Hill, NC
    Charlotte, NC
    West Chester, PA
    Raleigh, NC
    Richmond, VA
  • 2006-07-06 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Raleigh, NC
    Charlotte, NC
    West Chester, PA
  • 2006-05-23 → 2006-07-11
    Pnc Wealth Management Llc
    Princeton, NJ
    Princeton, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-22
S63 Uniform Securities Agent State Law Examination 2005-04-27
  • S65 Uniform Investment Adviser Law Examination
    2006-05-22
  • S63 Uniform Securities Agent State Law Examination
    2005-04-27
Designations
Other Names
  • Daniel Mccall

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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