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Robert T Lareau

Truist Advisory Services, Inc.

Cary, 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

7317 Tryon Rd Fl 1, Cary, NC 27511 • 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
Bbtis Charlotte NC 11/2015 02/2021
Bb&T Bank Apex NC 11/2015 01/2019
Bb&T Securities, Llc Richmond VA 01/2018 02/2021
Bb&T Cary NC 01/2019 02/2021
Truist Investment Services, Inc. Cary NC 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 11/2015 → 02/2021
    Bbtis
    Charlotte, NC
  • 11/2015 → 01/2019
    Bb&T Bank
    Apex, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → 02/2021
    Bb&T
    Cary, NC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Cary, NC
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Cary, NC
    Apex, NC
    Charlotte, NC
    Richmond, VA
  • 2016-03-21 → 2018-01-02
    Bb&T Investment Services, Inc.
    Apex, NC
    Charlotte, NC
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-11
S63 Uniform Securities Agent State Law Examination 2007-06-20
  • S66 Uniform Combined State Law Examination
    2016-03-11
  • S63 Uniform Securities Agent State Law Examination
    2007-06-20
Other Names
  • Rob Thomas Lareau
  • Robert Lareau

View on SEC IAPD

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Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC
BRODIE WEALTH MANAGEMENT · CARY, NC

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