Dean Read Castor

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2008 → 02/2021
  Bb&T Investments
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Winston-Salem, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Winston-Salem, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Winston-Salem, NC

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Winston-Salem, NC
  Raleigh, NC
  Richmond, VA
• 2009-10-01 → 2018-01-02
  Bb&T Investment Services, Inc.
  Bermuda Run, NC
  Charlotte, NC
  Elizabeth City, NC
  Kill Devil Hills, NC
  Edenton, NC
  Winston-Salem, NC
  Mocksville, NC
  Clemmons, NC
  Raleigh, NC
  Winston-Salem, NC
• 2008-10-17 → 2009-09-30
  Bb&T Investment Services, Inc.
  Edenton, NC
  Kill Devil Hills, NC
  Charlotte, NC
  Elizabeth City, NC
• 2005-07-19 → 2006-07-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winston-Salem, NC
  Winston Salem, NC

Other Businesses

VILLAGES OF SKULL CREEK II DOCK OWNERS ASSN POSITION: President NATURE: This is a property owners association of 30 boat slip owners. We have a pier and a boat dock that is owned by the association and individual slips are each individually owned and deeded. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: Hilton Head Island SC, United States DESCRIPTION: I would be the President on a board of directors of 5 individual dock owners. No board member has individual authority to act in any capacity. All activity, decisions, etc are by majority vote of the entire board of directors. The property owner's association is managed by a local property management company, who maintains records of all activity, collects POA fees, disburses payments of expenditures. I have requested from board that someone else be responsible for handling finances and I will only act in capacity as one voting board member.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-10
• S63 Uniform Securities Agent State Law Examination
  1990-07-24

Other Names

• Dean R Jr Castor
• Dean Read Castor
• Dean Read Castor
• Dean Read Castor
• Dean Castor