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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-02-06
SC RA APPROVED 2022-08-01
WV RA APPROVED 2021-02-17
  • TX RA
    APPROVED_RES
    Since 2023-02-06
  • SC RA
    APPROVED
    Since 2022-08-01
  • WV RA
    APPROVED
    Since 2021-02-17

Branch Locations

2692 N Highway 17 Fl 1, Mount Pleasant, SC 29464 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Investment Services, Inc. Princeton WV 04/2015 03/2017
Bbtis Princeton WV 03/2017 02/2021
Bb&T Securities, Llc Ronceverte WV 01/2018 02/2021
Truist Investment Services, Inc. Millersburg PA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 04/2015 → 03/2017
    Bb&T Investment Services, Inc.
    Princeton, WV
  • 03/2017 → 02/2021
    Bbtis
    Princeton, WV
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Ronceverte, WV
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Millersburg, PA
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Millersburg, PA
    Charlotte, NC
    Princeton, WV
    Bluefield, VA
    Lewisburg, WV
    Ronceverte, WV
    Richmond, VA
  • 2015-04-20 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Huntington, WV
    Princeton, WV
    Bluefield, VA
    Lewisburg, WV
    Ronceverte, WV
    Craigsville, WV
    Oak Hill, WV
    Charlotte, NC
    Beckley, WV
    Beckley, WV
    Oak Hill, WV
    Summersville, WV
    Millersburg, PA
    Charlotte, NC
    Beckley, WV
    Beckley, WV
  • 2010-12-20 → 2015-05-01
    Bluefield, WV
    San Diego, CA
    Princeton, WV
  • 2006-09-18 → 2010-12-17
    Bb&T Investment Services, Inc.
    Princeton, WV
    Bluefield, VA
    Oak Hill, VA
    Beckley, WV
    Pocahontas, VA
    Athens, WV
    Beckley, WV
    Beckley, WV
    Beckley, WV
    Summersville, WV
    Charlotte, NC
    Beckley, WV
  • 2005-10-20 → 2006-09-06
    Bi Investments, Llc
    Princeton, WV
    Beckley, WV
    Bluefield, WV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-19
  • S66 Uniform Combined State Law Examination
    2005-10-19

View on SEC IAPD

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