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Heather Ingle Oconnor

Truist Advisory Services, Inc.

Nashville, TN

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2020-11-17
  • TN RA
    APPROVED
    Since 2020-11-17

Branch Locations

401 Commerce St Fl 4, Nashville, TN 37219 • 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 Bank Atlanta GA 07/2017 01/2019
Bb&T Investments Charlotte NC 07/2017 02/2021
Bb&T Bank Atlanta GA 04/2016 06/2017
Bb&T Securities, Llc Richmond VA 01/2018 02/2021
Bb&T Nashville TN 01/2019 02/2021
Suntrust Investment Services, Inc. Atlanta GA 12/2019 02/2021
Suntrust Bank Atlanta GA 12/2019 02/2021
Truist Investment Services, Inc. Nashville TN 02/2021 Present
  • 07/2017 → 01/2019
    Bb&T Bank
    Atlanta, GA
  • 07/2017 → 02/2021
    Bb&T Investments
    Charlotte, NC
  • 04/2016 → 06/2017
    Bb&T Bank
    Atlanta, GA
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → 02/2021
    Bb&T
    Nashville, TN
  • 12/2019 → 02/2021
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 12/2019 → 02/2021
    Suntrust Bank
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Nashville, TN
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Atlanta, GA
    Nashville, TN
    Richmond, VA
  • 2017-07-20 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Atlanta, GA
  • 2014-05-27 → 2016-03-01
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Houston, TX
  • 2008-08-26 → 2013-08-27
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Wake Forest, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-25
  • S66 Uniform Combined State Law Examination
    2008-08-25
Other Names
  • Heather Shea Ingle
  • Heather Ingle O'COnnor

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
OCEAN PARK ASSET MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
HIGHTOWER ADVISORS, LLC
SANFORD C. BERNSTEIN & CO., LLC
ALLIANCEBERNSTEIN HOLDING L.P.

Other Investors

JOHN STUART PIOVARCY
Robert Michael McMahan
Thaddeus B Corbin
HEATHER BARBOUR
CRYSTAL LYNN BEASTROM
JULIE G SANDBERG
JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

More in Nashville, TN

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