Carlo Walter Oldani

Current Employers

Employment History

• 05/2013 → 02/2021
  Bb&T Securities
  Morehead, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Morehead City, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2013-05-13 → 2021-02-17
  Bb&T Securities, Llc
  Morehead City, NC
  Richmond, VA
• 2009-10-23 → 2013-05-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Bern, NC
• 2008-09-26 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Raleigh, NC
  New Bern, NC
• 2002-09-20 → 2008-09-30
  Wells Fargo Clearing Services, Llc
  New Bern, NC
  Harkers Island, NC
  Sealevel, NC
  Morehead City, NC
  Morehead City, NC
  Bayboro, NC
  New Bern, NC
  Vanceboro, NC
  Raleigh, NC
• 2001-12-31 → 2002-09-09
  Jbs Liberty Securities, Inc.
  Morehead City, NC

Other Businesses

PUBLIC RADIO EAST - LOCAL NPR AFFILIATE POSITION: Local Board of Directors Member NATURE: Local affiliate of radio stations for National Public Radio - Public Radio East based in New Bern NC and serving the Eastern NC listening area. Three-year term on the local board of directors to promote and advise radio station management, promotions and fund drives. This is a volunteer non-compensated non-political position unrelated to the financial service industry. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2023 ADDRESS: New Bern NC, United States DESCRIPTION: local board of directors to promote and advise radio station management, promotions and fund drives. This is a volunteer non-compensated non-political position unrelated to the financial service industry. Quarterly meetings and volunteering for fund drives.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-25
• S63 Uniform Securities Agent State Law Examination
  1993-06-21

Other Names

• Carl Oldani