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Patrick Michael Wales

Truist Advisory Services, Inc.

Danville, VA

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-04-19
VA RA APPROVED 2021-02-17
  • LA RA
    APPROVED
    Since 2021-04-19
  • VA RA
    APPROVED
    Since 2021-02-17

Branch Locations

554 Craghead Street Suite 200, Danville, VA 24541 • 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
Bb&T Securities Danville VA 10/2015 Present
Truist Investment Services, Inc. Danville VA 02/2021 Present
Truist Advisory Services, Inc. Danville VA 02/2021 Present
  • 10/2015 → Present
    Bb&T Securities
    Danville, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Danville, VA
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Danville, VA
Previous Registrations
  • 2015-12-24 → 2021-02-17
    Bb&T Securities, Llc
    Danville, VA
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-23
  • S66 Uniform Combined State Law Examination
    2015-12-23
Other Names
  • Patrick Wales

View on SEC IAPD

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Other Offices

EDWARD JONES · DANVILLE, VA
TRUIST ADVISORY SERVICES, INC. · DANVILLE, VA
LPL FINANCIAL LLC · DANVILLE, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Danville, VA
OSAIC WEALTH, INC. · DANVILLE, VA
EDWARD JONES · DANVILLE, VA
DAVENPORT & COMPANY LLC · DANVILLE, VA
EDWARD JONES · DANVILLE, VA

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