Stephen Lewis Shewmake

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

• 01/2010 → Present
  Onward Fitness, Llc
  Richmond, VA
• 03/2020 → 02/2021
  Bb&T Securities
  Richmond, VA
• 02/2021 → 11/2022
  Truist Investment Services, Inc.
  Richmond, VA
• 01/2022 → Present
  Truist Advisory Services, Inc.
  Richmond, VA
• 11/2022 → Present
  Truist Investment Services, Inc.
  Richmond, VA

Other Businesses

BUSINESS: ONWARD FITNESS, LLC / INVESTMENT RELATED: NO / BUSINESS ADDRESS: RICHMOND, VA / NATURE OF BUSINESS: EXERCISE AND PERSONAL TRAINING / POSITION - TITLE: OWNER-SOLE PROPRIETOR / START DATE: 01/01/2010 / NUMBER OF HOURS - MONTH DEVOTE: 12 HRS MONTHLY / TRADING HOURS: 0 HOURS / DUTIES: I DO LIGHT MANAGERIAL-ADMINISTRATIVE ACTIVITIES IN THE EVENINGS AND ON WEEKENDS, OWNERSHIP ROLE.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-25
• S63 Uniform Securities Agent State Law Examination
  2004-07-20

Other Names

• Stephen L. Shewmaker
• Steve Shewmaker