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Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-01-02
  • NC RA
    APPROVED
    Since 2024-01-02

Branch Locations

8 Third Street North, Great Falls, MT 59401-3104 • UNITED STATES

1001 Military Cutoff Rd. Suite 100, Wilmington, NC 28405 • 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 Asset Management Raleigh NC 06/2007 05/2022
Bb&T Wealth Management Winston-Salem NC 01/2007 05/2022
Truist Investment Services, Inc Wilmington NC 05/2022 10/2023
D.A Davidson & Co. Wilmington NC 12/2023 Present
  • 06/2007 → 05/2022
    Bb&T Asset Management
    Raleigh, NC
  • 01/2007 → 05/2022
    Bb&T Wealth Management
    Winston-Salem, NC
  • 05/2022 → 10/2023
    Truist Investment Services, Inc
    Wilmington, NC
  • 12/2023 → Present
    Wilmington, NC
Previous Registrations
Other Businesses

ABA CERTIFIED TRUST AND FIDUCIARY ADVISOR DESIGNATION ADVISORY BOARD POSITION: Board Member NATURE: ABA Certified Trust and Fiduciary Advisor Designation Advisory Board provides training and testing for the CTFA designation. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: , Washington DC , United States DESCRIPTION: At a high-level, the major responsibilities of each Advisory Board are to establish the certification requirements, develop the examination, maintain the examination and assist ABA with identifying market relevant educational programming. Advisory Boards meet at least once a year, usually by teleconference, with in-person meetings when needed.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-13
S65 Uniform Investment Adviser Law Examination 2007-05-26
  • S66 Uniform Combined State Law Examination
    2022-05-13
  • S65 Uniform Investment Adviser Law Examination
    2007-05-26
Other Names
  • Will Crews
  • William Skinner Crews
  • William Skinner Crews

View on SEC IAPD

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