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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

AuthorityCategoryStatusDate
SC RA APPROVED 2021-02-17
  • SC RA
    APPROVED
    Since 2021-02-17

Branch Locations

521 Main St, North Myrtle Beach, SC 29582 • 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 Investment Services, Inc. N. Myrtle Beach SC 09/2009 02/2021
Bb&T Securities, Llc Conway SC 01/2018 02/2021
Truist Investment Services, Inc. North Myrtle Beach SC 02/2021 Present
Truist Advisory Services, Inc. North Myrtle Beach SC 02/2021 Present
  • 09/2009 → 02/2021
    Bb&T Investment Services, Inc.
    N. Myrtle Beach, SC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Conway, SC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    North Myrtle Beach, SC
  • 02/2021 → Present
    North Myrtle Beach, SC
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Conway, SC
    North Myrtle Beach, SC
    Myrtle Beach, SC
    Charlotte, NC
    Wilmington, NC
    North Myrtle Beach, SC
    Myrtle Beach, SC
    Murrels Inlet, SC
    Surfside Beach, SC
    Mt. Pleasant, SC
    Richmond, VA
  • 2005-09-01 → 2018-01-02
    Bb&T Investment Services, Inc.
    North Myrtle Beach, SC
    Myrtle Beach, SC
    Greenville, NC
    Conway, SC
    Myrtle Beach, SC
    Saint Albans, WV
    Cross Lanes, WV
    Hurricane, WV
    Hurricane, WV
    North Myrtle Beach, SC
    Little River, SC
    Myrtle Beach, SC
    North Myrtle Beach, SC
    North Myrtle Beach, SC
    Little River, SC
    North Myrtle Beach, SC
    Myrtle Beach, SC
    Little River, SC
    Myrtle Beach, SC
    Greenville, NC
    Charlotte, NC
    Charleston, WV
    South Charleston, WV
    Huntington, WV
    Ceredo, WV
    Charlotte, NC
    Wilmington, NC
    North Myrtle Beach, SC
    Murrels Inlet, SC
    Surfside Beach, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-31
S63 Uniform Securities Agent State Law Examination 1994-10-28
  • S66 Uniform Combined State Law Examination
    2005-08-31
  • S63 Uniform Securities Agent State Law Examination
    1994-10-28
Other Names
  • Drema Kay Farmer
  • Drema Kay Weaver

View on SEC IAPD

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