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Kathy Allison White

Truist Advisory Services, Inc.

Hickory, 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

106 2Nd St Nw Fl 2, Hickory, NC 28601 • 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 Investment Services Charlotte NC 03/2006 02/2021
Bbtis Hickory NC 06/2011 Present
Bb&T Securities, Llc Hickory NC 01/2018 02/2021
Truist Investment Services, Inc. Hickory NC 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 03/2006 → 02/2021
    Bb&T Investment Services
    Charlotte, NC
  • 06/2011 → Present
    Bbtis
    Hickory, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Hickory, NC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Hickory, NC
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Hickory, NC
    Charlotte, NC
    Charlotte, NC
    Richmond, VA
  • 2006-06-01 → 2018-01-02
    Bb&T Investment Services, Inc.
    Valdese, NC
    Lenoir, NC
    Hickory, NC
    Morganton, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-31
S63 Uniform Securities Agent State Law Examination 2004-06-07
  • S65 Uniform Investment Adviser Law Examination
    2006-05-31
  • S63 Uniform Securities Agent State Law Examination
    2004-06-07
Other Names
  • Kathy Louise Allison
  • Kathy Louise Mcmasters

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
ALPHASTAR CAPITAL MANAGEMENT
SOLLINDA CAPITAL MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
RBC CAPITAL MARKETS, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HICKORY FINANCIAL GROUP, LLC

Other Investors

RANDALL WAYNE RICE
MARK ANDREW DAVEY
SUSAN WRIGHT SINGLETON
Mitchell Ausden Sayers
Matthew Riley Whitt
DAVID ERIC VAN HORN
RYAN ANTHONY MUMY
ANDREW ELISHA RADER

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · HICKORY, NC
ALPHASTAR CAPITAL MANAGEMENT · Hickory, NC
SOLLINDA CAPITAL MANAGEMENT LLC · Hickory, NC
CETERA INVESTMENT ADVISERS LLC · HICKORY, NC
ALPHASTAR CAPITAL MANAGEMENT · Hickory, NC
RBC CAPITAL MARKETS, LLC · HICKORY, NC
BENJAMIN F. EDWARDS & COMPANY, INC. · Hickory, NC
TRUIST ADVISORY SERVICES, INC. · HICKORY, NC

More in Hickory, NC

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