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Sharon Lynn Mason

Truist Advisory Services, Inc.

Hunt Valley, MD

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-06-18
  • MD RA
    APPROVED
    Since 2025-06-18

Branch Locations

307 International Cir Ste 600, Hunt Valley, MD 21030 • 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 Maryland Line MD 12/2015 01/2019
Truist Bank New Freedom PA 07/2019 03/2022
Truist Investment Services Hunt Valley MD 03/2022 Present
Unemployed Maryland Line MD 01/2019 06/2019
  • 12/2015 → 01/2019
    Pnc Bank
    Maryland Line, MD
  • 07/2019 → 03/2022
    Truist Bank
    New Freedom, PA
  • 03/2022 → Present
    Truist Investment Services
    Hunt Valley, MD
  • 01/2019 → 06/2019
    Unemployed
    Maryland Line, MD
Previous Registrations
  • 2006-02-21 → 2010-01-11
    Citigroup Global Markets Inc.
    New York, NY
    Baltimore, MD
    New York, NY
    Baltimore, MD
  • 2005-08-01 → 2006-02-21
    Legg Mason Wood Walker, Incorporated
    Balto., MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-17
  • S66 Uniform Combined State Law Examination
    2025-06-17
Other Names
  • Sharon Lynn Mcateer
  • Sharon Lynn Mcateer
  • Sharon Lynn Mason
  • Sharon L Mason

View on SEC IAPD

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Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD
MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD
BUSH RIVER TRUST, LLC · HUNT VALLEY, MD
OSAIC WEALTH, INC. · HUNT VALLEY, MD
INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD
AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

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