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Joshua Evan Mcneil

Truist Advisory Services, Inc.

Mooresville, NC

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-09-08
  • NC RA
    APPROVED
    Since 2021-09-08

Branch Locations

232 Williamson Rd, Mooresville, NC 28117 • 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
The Vanguard Group, Inc. Charlotte NC 08/2020 03/2021
Northwestern Mutual Charlotte NC 04/2020 06/2020
Online Trading Academy Cornelius NC 06/2017 04/2020
Online Trading Academy New York NY 10/2012 06/2017
Truist Investment Services, Inc. Charlotte NC 03/2021 Present
Truist Advisory Services, Inc. Charlotte NC 09/2021 Present
  • 08/2020 → 03/2021
    The Vanguard Group, Inc.
    Charlotte, NC
  • 04/2020 → 06/2020
    Northwestern Mutual
    Charlotte, NC
  • 06/2017 → 04/2020
    Online Trading Academy
    Cornelius, NC
  • 10/2012 → 06/2017
    Online Trading Academy
    New York, NY
  • 03/2021 → Present
    Truist Investment Services, Inc.
    Charlotte, NC
  • 09/2021 → Present
    Truist Advisory Services, Inc.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-07
S63 Uniform Securities Agent State Law Examination 2020-09-24
  • S66 Uniform Combined State Law Examination
    2021-09-07
  • S63 Uniform Securities Agent State Law Examination
    2020-09-24
Other Names
  • Evan Mcneil
  • Joshua Evan Mcneil
  • Joshua Mcneil

View on SEC IAPD

Other Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CASTLE WEALTH GROUP
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

JEFFREY JOHN BULGER
Kimberley B Foster
ROBERT M PALMER
Angelique R Harris
Roy Enoch Boone
Monika MacManus Moore
RAYMOND HALSTEAD
MICHAEL FRANKLIN KLENCK

Other Offices

EDWARD JONES · MOORESVILLE, NC
CETERA INVESTMENT ADVISERS LLC · MOORESVILLE, NC
VIRTUE CAPITAL MANAGEMENT, LLC · MOORESVILLE, NC
CASTLE WEALTH GROUP · MOORESVILLE, NC
MML INVESTORS SERVICES, LLC · Mooresville, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MOORESVILLE, NC
J.P. MORGAN SECURITIES LLC · Mooresville , NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Mooresville, NC

More in Mooresville, NC

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