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Mallie Poore

Truist Advisory Services, Inc.

Bowling, KY

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-04-25
  • KY RA
    APPROVED
    Since 2025-04-25

Branch Locations

1820 Scottsville Rd, Bowling, KY 42104 • 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
Newton Financial Group Bowling Green KY 01/2020 09/2021
Aerie Bowling Green KY 06/2019 12/2019
Target Bowling Green KY 05/2019 06/2019
Wku Bowling Green KY 01/2018 05/2018
Dillards Bowling Green KY 09/2016 02/2019
Truist Investment Services, Inc. Glasgow KY 02/2025 Present
Truist Glasgow KY 09/2021 02/2025
  • 01/2020 → 09/2021
    Newton Financial Group
    Bowling Green, KY
  • 06/2019 → 12/2019
    Aerie
    Bowling Green, KY
  • 05/2019 → 06/2019
    Target
    Bowling Green, KY
  • 01/2018 → 05/2018
    Wku
    Bowling Green, KY
  • 09/2016 → 02/2019
    Dillards
    Bowling Green, KY
  • 02/2025 → Present
    Truist Investment Services, Inc.
    Glasgow, KY
  • 09/2021 → 02/2025
    Truist
    Glasgow, KY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-24
  • S66 Uniform Combined State Law Examination
    2025-04-24
Other Names
  • Mallie Todd Wells

View on SEC IAPD

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BANKERS LIFE ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

WILLIAM TRACY THOMPSON
John Adam Yates
Joseph Gregory Tonkovic
BRIAN THOMAS LOWERY
INDUDEEP S CHHACHHI
ROBERT THOMAS TITTLE
Randal Jordan King
Brett Thomas Meredith

Other Offices

TRUIST ADVISORY SERVICES, INC. · BOWLING GREEN, KY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bowling Green, KY
FORVIS MAZARS WEALTH ADVISORS, LLC · Bowling Green, KY
CERITY PARTNERS LLC · Bowling Green, KY
CERITY PARTNERS LLC · Bowling Green, KY
AMERIPRISE FINANCIAL SERVICES, LLC · Bowling Green, KY
MML INVESTORS SERVICES, LLC · BOWLING GREEN, KY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bowling Green, KY

More in Bowling, KY

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