Best Investors Account Sign in
Inactive

Niles Scott Greene

Truist Advisory Services, Inc.

Greensboro, 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 2016-12-19
  • NC RA
    APPROVED
    Since 2016-12-19

Branch Locations

3318 West Friendly Avenue Suite 300, Greensboro, NC 27410 • 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
Truist Bank Greensboro NC 04/2016 Present
Truist Advisory Services Llc Greensboro NC 11/2016 Present
  • 04/2016 → Present
    Truist Bank
    Greensboro, NC
  • 11/2016 → Present
    Truist Advisory Services Llc
    Greensboro, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-19
S66 Uniform Combined State Law Examination 2001-11-19
S63 Uniform Securities Agent State Law Examination 1991-10-30
  • S65 Uniform Investment Adviser Law Examination
    2016-12-19
  • S66 Uniform Combined State Law Examination
    2001-11-19
  • S63 Uniform Securities Agent State Law Examination
    1991-10-30
Other Names
  • Niles Scott Greene

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BY DESIGN FINANCIAL PLANNING
AMERITAS ADVISORY SERVICES, LLC
SMITH PARTNERS WEALTH MANAGEMENT, LLC
CREDIT UNION INVESTMENT SERVICES

Other Investors

Bradley Donald Ross
Douglas Kenely
Ashley Cook
KEVIN BLAKE GUNTER
Jeffrey David Bercaw
John B Bailey
RANDAL LYNN SIPKEMA
PHILLIP PATRICK SIELATYCKI

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

More in Greensboro, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor