Bethany Dawn Conrad

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 04/2022
  Fifth Third Securities
  Owensboro, KY
• 04/2022 → Present
  Truist Investment Services, Inc.
  Owensboro, KY
• 04/2022 → Present
  Truist Advisory Services, Inc.
  Owensboro, KY

Previous Registrations

• 2016-09-27 → 2022-04-20
  Fifth Third Securities, Inc.
  Owensboro, KY
  Jasper, IN
  Owensboro, KY
  Tell City, IN
  Eddyville, KY
  Madisonville, KY
  Madisonville, KY
  Santa Claus, IN

Other Businesses

THE WELLNESS COMPANY/MELALEUCA POSITION: Independent Marketing Executive NATURE: Melaleuca/The Wellness Company offers non-toxic household supplies to members at a discounted cost. As a member, one can refer friends or family members. Doing so can create additional discounts and savings and potentially commissions. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/14/2025 ADDRESS: Owensboro KY, United States DESCRIPTION: Can enroll friends and family members to receive discounts on their products. I would simply create a login opportunity for them. I would not be selling individual products or services.

Exams

• S66 Uniform Combined State Law Examination
  2016-09-27
• S63 Uniform Securities Agent State Law Examination
  2011-07-21

Other Names

• Bethany Dawn Edge