Joseph William Rebello

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

• 11/2000 → 02/2021
  Bb&T Investment Services, Inc
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Charlotte, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Charlotte, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Charlotte, NC

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Richmond, VA
• 2012-07-23 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Charlotte, NC
  Newnan, GA
  Mcdonough, GA
  Savannah, GA
  Savannah, GA
  Dalton, GA
  Calhoun, GA
  East Ellijay, GA
  Macon, GA
  Macon, GA
  Macon, GA
  Carrollton, GA
  Cumming, GA
  Blue Ridge, GA
  Statesboro, GA
  Metter, GA
  Atlanta, GA
  Duluth, GA
  Fayetteville, GA
  Peachtree City, GA
  Warner Robins, GA
  Gainesville, GA
  Marietta, GA
  Newnan, GA
  Lexington, KY
  Bowling Green, KY
  Glasgow, KY
  Savannah, GA
  Savannah, GA
  Summersville, GA
  Rincon, GA
  Milledgeville, GA
  Macon, GA
  Kennesaw, GA
  Buford, GA
  Dacula, GA
  Rincon, GA
  Milledgeville, GA
  Macon, GA
  Kennesaw, GA
  Buford, GA
  Dacula, GA
  Summersville, GA
  Charlotte, NC
  Greenville, SC
  Simpsonville, SC
  Anderson, SC
  Easley, SC
  Lancaster, SC
  Taylors, SC
  Greer, SC
  Spartanburg, SC
  Spartanburg, SC
  Spartanburg, SC
  Boiling Springs, SC
  Greenville, SC
  Seneca, SC
  Greenville, SC
  Charlotte, NC
  Indian Trail, NC
  Winston-Salem, NC
  Cherryville, NC
  Statesville, NC
  Shelby, NC
  Mocksville, NC
  Mocksville, NC
  Winston-Salem, NC
  Clemmons, NC
  Charlotte, NC
  Charlotte, NC
  Pineville, NC
  Boone, NC
  Charlotte, NC
  Charlotte, NC
  Lincolnton, NC
  Gastonia, NC
  Elizabeth City, NC
  Highpoint, NC
  Jamestown, NC
  High Point, NC
  Winston-Salem, NC
  Winston-Salem, NC
  Forest City, NC
  Morganton, NC
  Lexington, NC
  Winston Salem, NC
  Matthews, NC
  Charlotte, NC
  Hickory, NC
  Charlotte, NC
  Newton, NC
  Winston-Salem, NC
  Winston Salem, NC
  Winston-Salem, NC
  King, NC
  Mount Airy, NC
  Yadkinville, NC
  Elkin, NC
  Thomasville, NC
  Thomasville, NC
  High Point, NC
  Kernersville, NC
  Kernersville, NC
  Charlotte, NC
  Moresville, NC
  Concord, NC
  Monroe, NC
  High Point, NC
  Hickory, NC
  Hickory, NC
  Asheville, NC
  Waynesville, NC
  Rocky Mount, NC
  Dawsonville, GA
  Mauldin, SC
  Anderson, SC
  Marietta, GA

Other Businesses

REBELLO HOME BUILDING & REMODELING POSITION: PRESIDENT NATURE: OWNER/SOLE PROPRIETOR INVESTMENT RELATED: NO NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 0 START DATE: 01/11/2012 ADDRESS: CHARLOTTE NC, United States DESCRIPTION: HOME BUILDING AND HOME REMODELING SERVING CHARLOTTE, NCAND SURROUNDING AREAS. OASIS HOLDINGS, LLC POSITION: Owner NATURE: I set this up this LLC to use to hold real estate investments in instead of my personal name. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/07/2020 ADDRESS: Charlotte NC, United States DESCRIPTION: Working on a house to including the demo, installing cabinets, flooring, new bathrooms, landscaping, etc ...

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-29
• S63 Uniform Securities Agent State Law Examination
  1993-11-17