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Edwin James Pinigis

Truist Advisory Services, Inc.

Marietta, GA

CRD 6441928

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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
TX RA APPROVED_RES 2024-08-13
GA RA APPROVED 2021-02-17
  • TX RA
    APPROVED_RES
    Since 2024-08-13
  • GA RA
    APPROVED
    Since 2021-02-17

Branch Locations

47 Whitlock Ave, Marietta, GA 30064 • 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
Davenport & Company Llc Lynchburg VA 10/2016 08/2018
Pnc Investments Tucker GA 08/2018 05/2019
Bb&T Securities, Llc Marietta GA 06/2019 02/2021
Truist Investment Services, Inc. Woodstock GA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 10/2016 → 08/2018
    Davenport & Company Llc
    Lynchburg, VA
  • 08/2018 → 05/2019
    Pnc Investments
    Tucker, GA
  • 06/2019 → 02/2021
    Bb&T Securities, Llc
    Marietta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Woodstock, GA
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2019-06-07 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Marietta, GA
    Atlanta, GA
    Marietta, GA
    Duluth, GA
    Kennesaw, GA
    Woodstock, GA
    Dunwoody, GA
    Tucker, GA
    Norcross, GA
    Suwanee, GA
    Atlanta, GA
    Roswell, GA
    Alpharetta, GA
    Bremen, GA
    Douglasville, GA
    Peachtree City, GA
    Bowdon, GA
    Villa Rica, GA
    Carrollton, GA
    Richmond, VA
  • 2018-08-24 → 2019-06-04
    Pnc Wealth Management Llc
    Tucker, GA
    Duluth, GA
    Norcross, GA
    Norcross, GA
  • 2016-10-06 → 2018-08-16
    Davenport & Company Llc
    Lynchburg, VA
  • 2015-09-28 → 2016-09-01
    Morgan Stanley
    Lynchburg, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-25
S63 Uniform Securities Agent State Law Examination 2015-05-15
  • S65 Uniform Investment Adviser Law Examination
    2015-09-25
  • S63 Uniform Securities Agent State Law Examination
    2015-05-15
Other Names
  • Edwin James Pinigis
  • Eddie James Pinigis
  • Edwin James Pinigis
  • Edwin James Pinigis
  • Edwin James Pinigis Iii
  • Edwin James Pinigis Iii

View on SEC IAPD

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