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Patricia Reed Centeno

Truist Advisory Services, Inc.

Richmond, VA

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-11-10
NC RA APPROVED 2023-05-09
  • VA RA
    APPROVED
    Since 2023-11-10
  • NC RA
    APPROVED
    Since 2023-05-09

Branch Locations

919 E Main St Fl 7, Richmond, VA 23219 • 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
Wells Fargo Advisors Llc St. Louis MO 05/2009 11/2016
Wells Fargo Clearing Services, Llc St. Louis MO 11/2016 03/2023
Truist Investment Services, Inc. Charlotte NC 04/2023 Present
Truist Advisory Services, Inc. Charlotte NC 04/2023 Present
Previous Registrations
  • 2004-04-14 → 2023-03-27
    Wells Fargo Clearing Services, Llc
    Charlotte, NC
    Richmond, VA
    St. Louis, MO
    Glen Allen, VA
    Saint Louis, MO
  • 2001-11-07 → 2002-12-10
    Ferris, Baker Watts, Llc
    Nw Suite 700 Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-10-22
S63 Uniform Securities Agent State Law Examination 1992-06-01
  • S65 Uniform Investment Adviser Law Examination
    2001-10-22
  • S63 Uniform Securities Agent State Law Examination
    1992-06-01
Other Names
  • Patricia E Reed
  • Patricia R. Centeno
  • Patricia Eleanor Reed
  • Tricia Reed
  • Patricia R. Centeno
  • Tricia R Centeno

View on SEC IAPD

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UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

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