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Brandan Matthew Kot

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 2021-02-17
  • NC RA
    APPROVED
    Since 2021-02-17

Branch Locations

8320 Creedmor Rd Fl 1, Raleigh, NC 27612 • 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 Investments Raleigh NC 02/2011 01/2018
Bb&T Securities, Llc Raleigh NC 01/2018 02/2021
Truist Investment Services, Inc. Raleigh NC 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 02/2011 → 01/2018
    Bb&T Investments
    Raleigh, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Raleigh, NC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Raleigh, NC
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Raleigh, NC
    Holly Springs, NC
    Raleigh, NC
    Raleigh, NC
    Cary, NC
    Raleigh, NC
    Raleigh, NC
    Raleigh, NC
    Charlotte, NC
    Raleigh, NC
    Raleigh, NC
    Raleigh, NC
    Virginia Beach, VA
    Winston-Salem, NC
    Richmond, VA
  • 2011-02-02 → 2018-01-02
    Bb&T Investment Services, Inc.
    Durham, NC
    Charlotte, NC
    Raleigh, NC
    Durham, NC
    Durham, NC
    Durham, NC
    Durham, NC
    Raleigh, NC
    Raleigh, NC
    Raleigh, NC
    Raleigh, NC
    Raleigh, NC
    Raleigh, NC
    Raleigh, NC
    Raleigh, NC
  • 2007-06-21 → 2011-01-31
    Edward Jones
    St Louis, MO
    Raleigh, NC
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-18
S63 Uniform Securities Agent State Law Examination 2005-12-29
  • S66 Uniform Combined State Law Examination
    2007-06-18
  • S63 Uniform Securities Agent State Law Examination
    2005-12-29
Designations

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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