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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

101 N 3Rd St Fl 3, Wilmington, NC 28401 • 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
Morgan Stanley Smith Barney Morristown NJ 06/2009 12/2016
Morgan Stanley Private Bank, National Association New York NY 01/2015 12/2016
Bb&T Investments Charlotte NC 04/2018 Present
Bb&T Bank Wilmington NC 04/2018 01/2019
Bb&T Securities, Llc Richmond VA 04/2018 Present
La Belle Shell Leland NC 12/2016 04/2018
Bb&T Wilmington NC 01/2019 Present
Truist Investment Services, Inc. Wilmington NC 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 06/2009 → 12/2016
    Morgan Stanley Smith Barney
    Morristown, NJ
  • 01/2015 → 12/2016
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 04/2018 → Present
    Bb&T Investments
    Charlotte, NC
  • 04/2018 → 01/2019
    Bb&T Bank
    Wilmington, NC
  • 04/2018 → Present
    Bb&T Securities, Llc
    Richmond, VA
  • 12/2016 → 04/2018
    La Belle Shell
    Leland, NC
  • 01/2019 → Present
    Bb&T
    Wilmington, NC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Wilmington, NC
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-04-25 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Wilmington, NC
    Richmond, VA
  • 2009-06-01 → 2016-12-12
    Morristown, NJ
    Short Hills, NJ
  • 2007-10-31 → 2009-06-01
    Morgan Stanley & Co. Llc
    Morristown, NJ
Other Businesses

THE CAROUSEL CENTER POSITION: Board of Directors NATURE: Non-profit child advocacy center INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2022 ADDRESS: Wilmington NC, United States DESCRIPTION: Increase community awareness and involvement, organize events and volunteer.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-19
  • S66 Uniform Combined State Law Examination
    2007-10-19
Other Names
  • Jenna Dori Yinling
  • Jenna Dori Yingling
  • Jenna Dori Ragis

View on SEC IAPD

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