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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

200 N Horner Blvd Fl 1, Sanford, NC 27330 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Investments Sanford NC 11/2013 02/2021
Bb&T Securities, Llc Sanford NC 01/2018 02/2021
Truist Investment Services, Inc. Sanford NC 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 11/2013 → 02/2021
    Bb&T Investments
    Sanford, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Sanford, NC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Sanford, NC
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Spring Lake, NC
    Broadway, NC
    Wilmington, NC
    Charlotte, NC
    Sanford, NC
    Sanford, NC
    Raleigh, NC
    Richmond, VA
  • 2017-02-09 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Sanford, NC
    Sanford, NC
    Wilmington, NC
    Broadway, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-04
S63 Uniform Securities Agent State Law Examination 2007-11-30
  • S65 Uniform Investment Adviser Law Examination
    2017-02-04
  • S63 Uniform Securities Agent State Law Examination
    2007-11-30
Other Names
  • Timothy Wilson

View on SEC IAPD

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