Michael Gerard Wille

Current Employers

Employment History

• 10/2008 → 08/2017
  Wachovia Bank, N.A.
  Baltimore, MD
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Raleigh, NC
• 11/2016 → 08/2017
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
• 08/2017 → 01/2019
  Bb&T Bank
  Wilson, NC
• 08/2017 → 02/2021
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → 05/2024
  Bb&T
  Wilson, NC
• 02/2021 → 05/2024
  Truist Investment Services, Inc.
  Wilson, NC
• 02/2021 → 05/2024
  Truist Advisory Services, Inc.
  Atlanta, GA
• 05/2024 → Present
  Truist Investment Services, Inc.
  New Bern, NC
• 05/2024 → Present
  Truist Advisory Services, Inc.
  New Bern, NC

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Wilson, NC
  Wilson, NC
  Richmond, VA
• 2017-09-01 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Wilson, NC
• 2008-12-24 → 2017-09-13
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
  Wilson, NC
  Glen Burnie, MD
  Raleigh, NC
  Raleigh, NC
  Columbia, MD
  Baltimore, MD
  Rocky Mount, NC
  Raleigh, NC
  Wilmington, NC
  Raleigh, NC
• 2005-09-12 → 2008-10-21
  Ameriprise Financial Services, Llc
  Owings Mills, MD
  Owings Mills, MD

Other Businesses

RENTAL PROPERTY UNDER TRUST POSITION: Trustee NATURE: Rental home owned under a Revocable Trust, which my wife and I are the Trustees. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: , Atlantic Beach NC , United States DESCRIPTION: We are going to be renting our beach house and have help/managers in place. My wife will handle most of the coordinating involved and we have full management team in place. GOLDEN LEAF RENTALS, LLC POSITION: Member/Manager NATURE: LLC that owns rental real estate. My wife, Alison Wille, and I are the member/managers. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: , Wilson NC , United States DESCRIPTION: Properties owned by Golden Leaf Rentals are managed by a hired professional property management company. My responsibilities are limited to general management and aspectsrelating to properly maintaining the LLC.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-27

Other Names

• Michael Wille