Best Investors Account Sign in

James Burton Trivette

Truist Advisory Services, Inc.

Richmond, VA

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

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

Branch Locations

1001 Semmes Ave Fl 3, Richmond, VA 23224 • 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
Scott & Stringfellow, Inc Richmond VA 07/2002 02/2021
Bb&T Securities, Llc Richmond VA 01/2013 02/2021
Truist Investment Services, Inc. Richmond VA 02/2021 Present
Truist Advisory Services, Inc. Richmond VA 02/2021 Present
  • 07/2002 → 02/2021
    Scott & Stringfellow, Inc
    Richmond, VA
  • 01/2013 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Richmond, VA
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Richmond, VA
Previous Registrations
  • 2021-03-01 → 2021-03-02
    Bb&T Securities, Llc
    Richmond, VA
    Richmond, VA
  • 2013-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Richmond, VA
    Richmond, VA
  • 2002-08-01 → 2013-01-02
    Scott & Stringfellow, Llc
    Richmond, VA
    Richmond, VA
    Richmond, VA
  • 2001-02-21 → 2002-07-02
    Davenport & Company Llc
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-07-19
S63 Uniform Securities Agent State Law Examination 1994-04-14
  • S65 Uniform Investment Adviser Law Examination
    1994-07-19
  • S63 Uniform Securities Agent State Law Examination
    1994-04-14
Other Names
  • Jb Trivette

View on SEC IAPD

Other Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
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

More in Richmond, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor