Best Investors Account Sign in
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-10-16
  • PA RA
    APPROVED
    Since 2020-10-16

Branch Locations

1340 Broadcasring Rd Ste 200, Wyomissisng, PA 19610 • 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
Pnc Bank Lampeter Road PA 09/2013 02/2017
Pnc Investments Llc Pittsburgh PA 09/2013 02/2017
Santander Securities Llc San Juan PR 02/2017 06/2017
Santander Bank Na Robesonia PA 02/2017 06/2017
Bb&T Bank Wyomissing PA 06/2017 01/2019
Bb&T Investments Wyomissing PA 06/2017 Present
Bb&T Securities, Llc Richmond VA 01/2018 Present
Bb&T Wyomissing PA 01/2019 Present
Suntrust Investment Services, Inc. Atlanta GA 10/2020 Present
Suntrust Advisory Services, Inc. Atlanta GA 10/2020 Present
Truist Investment Services, Inc. Wyomissing PA 02/2021 Present
  • 09/2013 → 02/2017
    Pnc Bank
    Lampeter Road, PA
  • 09/2013 → 02/2017
    Pnc Investments Llc
    Pittsburgh, PA
  • 02/2017 → 06/2017
    San Juan, PR
  • 02/2017 → 06/2017
    Santander Bank Na
    Robesonia, PA
  • 06/2017 → 01/2019
    Bb&T Bank
    Wyomissing, PA
  • 06/2017 → Present
    Bb&T Investments
    Wyomissing, PA
  • 01/2018 → Present
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → Present
    Bb&T
    Wyomissing, PA
  • 10/2020 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 10/2020 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Wyomissing, PA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Wyomissing, PA
    Richmond, VA
  • 2017-07-03 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Wyomissing, PA
  • 2017-02-27 → 2017-06-28
    Shillington, PA
    Robesonia, PA
    Harrisburg, PA
    Reading, PA
    Reading, PA
    Wyomissing, PA
    Wyomissing, PA
    Wyomissing, PA
  • 2013-09-27 → 2017-02-23
    Lancaster, PA
    Camp Hill, PA
    Willow Street, PA
  • 2013-01-16 → 2013-09-30
    First Allied Advisory Services, Inc.
    Shillington, PA
Other Businesses

THE HERITAGE RESIDENT BENEFIT FUND POSITION: Board Member NATURE: The Benefit Fund raising money for aging individuals that reside at The Heritage that may outlive their money and need continued care. The funds are raised through events, socials and campaigns within the residence and among the community members. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2023 ADDRESS: Shillington PA, United States DESCRIPTION: Develop campaign strategies to raise funds for the benefit of future resident needs via pledges, current contributions and planned giving. DAYSPRING HOMES INC. POSITION: Board Member NATURE: Dayspring Homes, Inc. is a 501c3 non-profit organization which provides residential group homes, day services, respite services, and in-home habilitative services. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2023 ADDRESS: Reading PA, United States DESCRIPTION: Assist the organization in fundraising and expand Dayspring's mission across Berks County. OLEY VALLEY COMMUNITY EDUCATION FOUNDATION POSITION: Officer NATURE: To enhance educational opportunities for students, residents, employees and alumni of the Oley Valley School District while encouraging community support and participation. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2021 ADDRESS: Oley PA, United States DESCRIPTION: Provide and participate in dialogue with the other members of the board to ensure proper educational opportunities are available for students, residents, employees and alumni of the Oley Valley School District while encouraging community support and participation. Will help plan and participate in events to raise funds for opportunities to provide to the community as deemed appropriate by those of the board.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-27
  • S66 Uniform Combined State Law Examination
    2011-10-27
Other Names
  • Michael Bucklin
  • Mike Bucklin

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Wyomissisng, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor