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

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-03-02
  • VA RA
    APPROVED
    Since 2021-03-02

Branch Locations

919 E Main St Fl 5, Richmond, VA 23219 • 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
Scott & Stringfellow, Inc Richmond VA 08/2002 02/2021
Bb&T Securities, Llc Richmond VA 01/2013 02/2021
Suntrust Investment Services, Inc. Atlanta GA 12/2019 02/2021
Suntrust Bank Atlanta GA 12/2019 02/2021
Suntrust Advisory Services, Inc. Atlanta GA 11/2020 02/2021
Truist Investment Services, Inc. Richmond VA 02/2021 11/2021
Truist Investment Services, Inc. Richmond VA 11/2021 09/2023
Truist Advisory Services, Inc. Richmond VA 09/2023 Present
Truist Investment Services, Inc. Richmond VA 09/2023 Present
Truist Advisory Services, Inc. Richmond VA 11/2021 09/2023
Truist Advisory Services, Inc. Richmond VA 02/2021 11/2021
  • 08/2002 → 02/2021
    Scott & Stringfellow, Inc
    Richmond, VA
  • 01/2013 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 12/2019 → 02/2021
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 12/2019 → 02/2021
    Suntrust Bank
    Atlanta, GA
  • 11/2020 → 02/2021
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 02/2021 → 11/2021
    Truist Investment Services, Inc.
    Richmond, VA
  • 11/2021 → 09/2023
    Truist Investment Services, Inc.
    Richmond, VA
  • 09/2023 → Present
    Richmond, VA
  • 09/2023 → Present
    Truist Investment Services, Inc.
    Richmond, VA
  • 11/2021 → 09/2023
    Richmond, VA
  • 02/2021 → 11/2021
    Richmond, VA
Previous Registrations
  • 2015-05-18 → 2021-03-02
    Bb&T Securities, Llc
    Richmond, VA
    Richmond, VA
    King Of Prussia, PA
    Richmond, VA
  • 2015-08-05 → 2016-03-11
    Valley Forge Asset Management, Llc
    King Of Prussia, PA
    King Of Prussia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-16
S63 Uniform Securities Agent State Law Examination 2000-02-11
  • S66 Uniform Combined State Law Examination
    2015-05-16
  • S63 Uniform Securities Agent State Law Examination
    2000-02-11
Other Names
  • Denise Kathleen Dooley
  • Denise Kathleen Merinar

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Richmond, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor