Kevin M Worm

Current Employers

Truist Advisory Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-02-23

PA RA
APPROVED

Since 2026-02-23

Branch Locations

1570 Manheim Pike, Lancaster, PA 17601 • 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

Organization	City	State	From	To
Citizens Bank	Lancaster	PA	02/2014	10/2020
Truist Bank	Lancaster	PA	10/2020	10/2025
Truist Investment Services,Inc	Lancaster	PA	10/2025	Present
Truist Advisory Services, Inc	Lancaster	PA	02/2026	Present

02/2014 → 10/2020

Citizens Bank

Lancaster, PA
10/2020 → 10/2025

Truist Bank

Lancaster, PA
10/2025 → Present

Truist Investment Services,Inc

Lancaster, PA
02/2026 → Present

Truist Advisory Services, Inc

Lancaster, PA

Previous Registrations

2016-10-18 → 2017-08-30

Citizens Securities, Inc.

Lancaster, PA

Plymouth Meeting, PA

Conshohocken, PA
2011-04-14 → 2011-10-14

Morgan Stanley

Baltimore, MD

Other Businesses

1. PENNSYLVANIA PUBLIC NOTARY- NOTARIZE BANK DOCUMENTS FOR BOTH CITIZENS AND CSI CLIENTS 2. UBER DRIVER - DRIVE CUSTOMERS TO AND FROM DESIRED DESTINATIONS - 30 - 40 MONTHLY 800.00

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-21
S65	Uniform Investment Adviser Law Examination	2016-10-12
S63	Uniform Securities Agent State Law Examination	2014-11-13

S66 Uniform Combined State Law Examination

2026-02-21
S65 Uniform Investment Adviser Law Examination

2016-10-12
S63 Uniform Securities Agent State Law Examination

2014-11-13

View on SEC IAPD