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Carey Elvire Heywood

Truist Advisory Services, Inc.

Henrico, VA

CRD 4173773

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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:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2016-09-27
  • VA RA
    APPROVED
    Since 2016-09-27

Branch Locations

Henrico, VA • 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
Suntrust Investment Services, Inc. Atlanta GA 12/2007 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 12/2007 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
Other Businesses

NAME OF BUSINESS: SELF-PUBLISHING (NON-INVESTMENT RELATED) LOCATION OF BUSINESS: RICHMOND VA NATURE OF BUSINESS: SELF-PUBLISHING NOVELS TITLE & DESCRIPTION OF DUTIES OF BUSINESS: AUTHOR DATE ASSOCIATION BEGAN: 02/13/12 TIME DEVOTED: 0-HOURS DEVOTED PER MONTH DURING BUSINESS HOURS/60-HOURS DEVOTED PER MONTH AFTER BUSINESS HOURS HGTV POSITION: n/a NATURE: HGTV is a TV channel for home and gardens. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2021 ADDRESS: , Richmond VA , United States DESCRIPTION: They filmed my house for a TV show. One time

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-07
S63 Uniform Securities Agent State Law Examination 2002-09-23
  • S66 Uniform Combined State Law Examination
    2007-03-07
  • S63 Uniform Securities Agent State Law Examination
    2002-09-23
Other Names
  • Carey Elvire Lowe
  • Carey Elvire Lowe
  • Carey Elvire Heywood
  • Carey E Heywood

View on SEC IAPD

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