Rhonada Katherine Weaver

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

• 04/2007 → 12/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charleston, SC
• 02/2023 → 06/2023
  Raymond James Financial Services, Inc.
  Roanoke, VA
• 02/2023 → 06/2023
  Atlantic Union Wealth Management/Au Financial Consultants, Llc
  Roanoke, VA
• 02/2023 → 06/2023
  Atlantic Union Bank
  Roanoke, VA
• 01/2022 → 02/2023
  Black Knight Financial
  Jacksonville, FL
• 03/2023 → 06/2023
  Raymond James Financial Services Advisors, Inc.
  Roanoke, VA
• 06/2023 → 01/2025
  Taylor Financial Group, Inc.
  Roanoke, VA
• 03/2025 → Present
  Truist Investment Services, Inc
  Covington, VA
• 03/2025 → Present
  Truist Advisory Services, Inc
  Covington, VA

Previous Registrations

• 2023-06-14 → 2025-01-10
  Taylor Financial Group, Inc.
  Roanoke, VA
• 2023-03-22 → 2023-06-14
  Raymond James Financial Services Advisors, Inc
  Roanoke, VA
• 2013-06-11 → 2022-01-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
  Roanoke, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-12
• S63 Uniform Securities Agent State Law Examination
  2013-01-25

Other Names

• Rhonada Katherine Rusmisel
• Rhonada K Weaver