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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED_RES | 2025-04-01 |
| WV | RA | APPROVED | 2024-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Huntington | WV | 01/2010 | 03/2018 |
| Bb&T Securities, Llc | Huntington | WV | 01/2018 | 02/2021 |
| Bb&T Bank | Huntington | WV | 03/2018 | 01/2019 |
| Bbtis | Charlotte | NC | 03/2018 | 02/2021 |
| Bbtsec | Richmond | VA | 03/2018 | 02/2021 |
| Bb&T | Huntington | WV | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Huntington | WV | 02/2021 | 11/2023 |
| Truist Advisory Services, Inc. | Huntington | WV | 02/2021 | 11/2023 |
| Truist Investment Services, Inc | Huntington | WV | 02/2024 | Present |
| Truist Advisory Securities Inc | Hundtoning | WV | 02/2024 | Present |
DODRILL JEWELERS POSITION: VICE PRESIDENT NATURE: OFFICER INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 07/01/2005 ADDRESS: 213 MERCHANTS WALK, SUMMERSVILLE WV 26651 DESCRIPTION: JEWELRY STORE MOUNTAIN STATE CENTERS FOR INDEPENDENT LIVING POSITION: Board Member NATURE: They are a community based organization providing advocacy, networking, and resources to people with disabilities and their families. The center are a place where people with disabilities are free to meet, share, learn and plan lives of greater independence and self reliance. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2022 ADDRESS: Huntington WV, United States DESCRIPTION: As a board member, I will support ideas and suggestions for the betterment of the Center
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-13 |
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