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Zachary Harrison Morgan

Truist Advisory Services, Inc.

Greensboro, 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 2022-10-04
  • NC RA
    APPROVED
    Since 2022-10-04

Branch Locations

3318 W Friendly Ave Fl 1, Greensboro, NC 27410 • 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 12/2013 06/2021
Bb&T Bank Charlotte NC 08/2014 06/2021
Bb&T Securities, Llc Richmond VA 01/2018 06/2021
Truist Investment Services, Inc. Charlotte NC 02/2021 06/2021
Truist Advisory Services, Inc. Atlanta GA 03/2021 06/2021
First Citizens Investor Services Raleigh NC 07/2021 09/2022
First Citizens Bank Greensboro NC 07/2021 09/2022
Truist Investment Services, Inc. Greensboro NC 10/2022 Present
Truist Advisory Services, Inc. Greensboro NC 10/2022 Present
  • 12/2013 → 06/2021
    Bbtis
    Charlotte, NC
  • 08/2014 → 06/2021
    Bb&T Bank
    Charlotte, NC
  • 01/2018 → 06/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 02/2021 → 06/2021
    Truist Investment Services, Inc.
    Charlotte, NC
  • 03/2021 → 06/2021
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 07/2021 → 09/2022
    First Citizens Investor Services
    Raleigh, NC
  • 07/2021 → 09/2022
    First Citizens Bank
    Greensboro, NC
  • 10/2022 → Present
    Truist Investment Services, Inc.
    Greensboro, NC
  • 10/2022 → Present
    Truist Advisory Services, Inc.
    Greensboro, NC
Previous Registrations
  • 2021-07-22 → 2022-09-28
    First Citizens Investor Services, Inc.
    Greensboro, NC
    Raleigh, NC
    Columbia, SC
  • 2021-03-02 → 2021-06-28
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 2018-01-02 → 2021-03-02
    Bb&T Securities, Llc
    Charlotte, NC
    Charlotte, NC
    Richmond, VA
  • 2014-05-13 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-09
S63 Uniform Securities Agent State Law Examination 2007-09-11
  • S66 Uniform Combined State Law Examination
    2014-05-09
  • S63 Uniform Securities Agent State Law Examination
    2007-09-11
Other Names
  • Zachary H Morgan

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

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