Ian Rogers Morse

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Periodicals / newsletters
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers

Truist Advisory Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2026-06-11

VA RA
APPROVED

Since 2026-06-11

Branch Locations

810 Main Street Suite 100 , Lynchburg, VA 24504 • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Truist Investment Services, Inc.	Lynchburg	VA	11/2025	Present
Truist	Lynchburg	VA	07/2019	11/2025
Startek	Lynchburg	VA	03/2016	07/2019
Truist Advisory Services, Inc	Lynchburg	VA	06/2026	Present

11/2025 → Present

Truist Investment Services, Inc.

Lynchburg, VA
07/2019 → 11/2025

Truist

Lynchburg, VA
03/2016 → 07/2019

Startek

Lynchburg, VA
06/2026 → Present

Truist Advisory Services, Inc

Lynchburg, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-09

S66 Uniform Combined State Law Examination

2026-06-09

View on SEC IAPD

Employer firm

Current Employers

Truist Advisory Services, Inc.

Disclosures

Employment History

Exams

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