Best Investors Account Sign in

Matthew Thomas Malone

Truist Advisory Services, Inc.

Cary, NC

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-03-02
  • NC RA
    APPROVED
    Since 2021-03-02

Branch Locations

924 Kildaire Farm Rd Fl 2, Cary, NC 27511 • 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 Bank Cary NC 02/2010 02/2021
Bb&T Investments Charlotte NC 02/2010 02/2021
Bb&T Securities, Llc Richmond VA 01/2018 02/2021
Truist Investment Services, Inc. Cary NC 02/2021 Present
Truist Advisory Services, Inc. Cary NC 03/2021 Present
  • 02/2010 → 02/2021
    Bb&T Bank
    Cary, NC
  • 02/2010 → 02/2021
    Bb&T Investments
    Charlotte, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Cary, NC
  • 03/2021 → Present
    Truist Advisory Services, Inc.
    Cary, NC
Previous Registrations
  • 2018-01-02 → 2021-03-02
    Bb&T Securities, Llc
    Charlotte, NC
    Cary, NC
    Richmond, VA
  • 2010-03-02 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Cary, NC
  • 2006-06-13 → 2009-06-30
    Truist Investment Services, Inc.
    Cary, NC
    Raleigh, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-11-04
  • S63 Uniform Securities Agent State Law Examination
    1998-11-04
Designations
Other Names
  • Tommy Malone

View on SEC IAPD

Other Firms

VERATIS ADVISORS, INC.
RFG ADVISORY, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMPERIO RETIREMENT CONSULTING, INC.
WEALTHSHIELD PARTNERS, LLC
BRODIE WEALTH MANAGEMENT
WELLNESS FINANCIAL ASSOCIATES LLC

Other Investors

STEPHEN DREW SIMPSON
LIAM BRIAN JOHNSON
DEREK THOMPSON WILLIAMS
JASON WILLIAM CARTER
Kashif Osman
Ibraheem Wael Ahmad Amin
Robert Sidney Larson
Karena Lyn Bagwell

Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

More in Cary, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor