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Matthew Barratt Main

Truist Advisory Services, Inc.

Rockville, MD

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-09-08
MD RA APPROVED 2016-09-12
  • VA RA
    APPROVED
    Since 2022-09-08
  • MD RA
    APPROVED
    Since 2016-09-12

Branch Locations

1445 Research Blvd Ste 225, Rockville, MD 20850 • 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
Suntrust Investment Services, Inc Atlanta GA 09/2015 06/2021
Suntrust Advisory Services Atlanta GA 09/2016 06/2021
Truist Investment Services Inc. Potomac MD 06/2021 11/2025
Truist Investment Services Inc. Potomac MD 06/2021 11/2025
Truist Investment Services, Inc Potomac MD 11/2025 Present
Truist Advisory Services, Inc Potpmac MD 11/2025 Present
  • 09/2015 → 06/2021
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 09/2016 → 06/2021
    Suntrust Advisory Services
    Atlanta, GA
  • 06/2021 → 11/2025
    Truist Investment Services Inc.
    Potomac, MD
  • 06/2021 → 11/2025
    Truist Investment Services Inc.
    Potomac, MD
  • 11/2025 → Present
    Truist Investment Services, Inc
    Potomac, MD
  • 11/2025 → Present
    Truist Advisory Services, Inc
    Potpmac, MD
Previous Registrations
  • 2010-10-21 → 2013-03-25
    Cetera Wealth Services, Llc
    Mercersburg, PA
  • 2010-06-07 → 2010-07-29
    Essex National Securities, Llc
    Oakdale, PA
    Mcmurray, PA
    Pittsburgh, PA
    Monaca, PA
    Washington, PA
    Wexford, PA
    Oakdale, PA
    Napa, CA
  • 2006-03-17 → 2010-06-02
    Uvest Financial Services Group, Inc.
    Monaca, PA
    Mcdonald, PA
    Pittsburgh, PA
    Pittsburgh, PA
    Pittsburgh, PA
    Washington, PA
    Pittsburgh, PA
    Pittsburgh, PA
    Mcmurray, PA
    Bridgeville, PA
    Pittsburgh, PA
    Oakdalw, PA
    Bridgeville, PA
    Indiana, PA
  • 2005-05-09 → 2005-11-01
    Pnc Wealth Management Llc
    Bridgeville, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-06
  • S66 Uniform Combined State Law Examination
    2005-05-06
Other Names
  • Matthew B Main
  • Matthew B. Main
  • Matthew B Main
  • Matthew B. Main

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
UNITED BROKERAGE SERVICES, INC
PROFIT INVESTMENTS
ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier
JASON SCOTT COHEN
JENNIFER CHRISTINE PASCAL
DANIEL RONIS
Annalise Taylor Haywood
Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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