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Andrew Brian Orr

Truist Advisory Services, Inc.

Raleigh, 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 2017-10-06
  • NC RA
    APPROVED
    Since 2017-10-06

Branch Locations

434 Fayetteville St Fl 4, Raleigh, NC 27601 • 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
Wells Fargo Advisors, Llc Greensboro NC 06/2012 11/2016
Wells Fargo Bank Na Greensboro NC 07/2010 09/2017
Wells Fargo Clearing Services, Llc Greensboro NC 11/2016 09/2017
Suntrust Investment Services, Inc Atlanta GA 09/2017 01/2023
Suntrust Bank Raleigh NC 09/2017 01/2023
Suntrust Advisory Services, Inc Atlanta GA 09/2017 01/2023
Truist Investment Services, Inc. Raleigh NC 01/2023 Present
Truist Advisory Services, Inc. Raleigh NC 01/2023 Present
  • 06/2012 → 11/2016
    Wells Fargo Advisors, Llc
    Greensboro, NC
  • 07/2010 → 09/2017
    Wells Fargo Bank Na
    Greensboro, NC
  • 11/2016 → 09/2017
    Wells Fargo Clearing Services, Llc
    Greensboro, NC
  • 09/2017 → 01/2023
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 09/2017 → 01/2023
    Suntrust Bank
    Raleigh, NC
  • 09/2017 → 01/2023
    Suntrust Advisory Services, Inc
    Atlanta, GA
  • 01/2023 → Present
    Truist Investment Services, Inc.
    Raleigh, NC
  • 01/2023 → Present
    Truist Advisory Services, Inc.
    Raleigh, NC
Previous Registrations
  • 2012-09-10 → 2017-09-28
    Wells Fargo Clearing Services, Llc
    Raleigh, NC
    Durham, NC
    Winston Salem, NC
    Greensboro, NC
    Raleigh, NC
    Raleigh, NC
    Raleigh, NC
    Wilmington, NC
    Raleigh, NC
    Raleigh, NC
    Durham, NC
    Raleigh, NC
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-07
S63 Uniform Securities Agent State Law Examination 2012-08-14
  • S65 Uniform Investment Adviser Law Examination
    2012-09-07
  • S63 Uniform Securities Agent State Law Examination
    2012-08-14
Designations
Other Names
  • Andrew Orr

View on SEC IAPD

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