Best Investors Account Sign in
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2021-02-17
  • WV RA
    APPROVED
    Since 2021-02-17

Branch Locations

466 Chestnut Ridge Rd Fl 1, Morgantown, WV 26505 • 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 Morgantown WV 09/1996 02/2021
Bb&T Investment Services, Inc. Charlotte NC 07/2013 02/2021
Bb&T Securities, Llc Richmond VA 01/2018 02/2021
Truist Investment Services, Inc. Morgantown WV 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 09/1996 → 02/2021
    Bb&T Bank
    Morgantown, WV
  • 07/2013 → 02/2021
    Bb&T Investment Services, Inc.
    Charlotte, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Morgantown, WV
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Morgantown, WV
    Richmond, VA
  • 2014-07-23 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Morgantown, WV
  • 2005-06-24 → 2010-11-11
    Bb&T Asset Management, Inc.
    Morgantown, WV
Other Businesses

Foundation of Monongalia General Hospital POSITION: Board Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: Foundation of Monongalia General Hosptial, 1200 J. D. Anderson Drive, Morgantown WV 26505 PHILANTHROPHY WV POSITION: Board Mamber NATURE: WV Philanthrophy is a 501 1 c 3 organization dedicated to the support of grantmakers and charitable endevors in the state of WV. Our mission is to support Philanthrophy in West Virginia. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: PO Box 1584, Morgantown WV 26505

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-02
S63 Uniform Securities Agent State Law Examination 2014-05-20
  • S65 Uniform Investment Adviser Law Examination
    2014-07-02
  • S63 Uniform Securities Agent State Law Examination
    2014-05-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Morgantown, WV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor