Best Investors Account Sign in

Kara Lynn Bjoring

Truist Advisory Services, Inc.

Mclean, VA

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-08-19
  • VA RA
    APPROVED
    Since 2020-08-19

Branch Locations

8200 Greensboro Dr Fl 10, Mclean, VA 22102 • 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 Investments Waldorf MD 07/2014 09/2019
Pnc Bank Waldorf MD 07/2014 09/2019
Truist Investment Services, Inc Atlanta GA 09/2019 Present
  • 07/2014 → 09/2019
    Pnc Investments
    Waldorf, MD
  • 07/2014 → 09/2019
    Pnc Bank
    Waldorf, MD
  • 09/2019 → Present
    Truist Investment Services, Inc
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-10
S63 Uniform Securities Agent State Law Examination 2013-02-27
  • S66 Uniform Combined State Law Examination
    2020-08-10
  • S63 Uniform Securities Agent State Law Examination
    2013-02-27
Other Names
  • Kara Lynn Mcconaty
  • Kara Lynn Mckinney

View on SEC IAPD

Other Firms

BLUESTONE INVESTMENT MANAGER, LLC
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.
SEIA
SCHWAB WEALTH ADVISORY, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SANCHEZ & ZURES, LLC

Other Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH
KRISTEN W HERARD
TORI LYNN FRITZ
Margaret Isabelle Gargulinski
CLAIRE T SWAYZE
AMIR CHANDLER BRENNER

Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA

More in Mclean, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor