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Virginia Ellen Owens

Truist Advisory Services, Inc.

Cleveland, TN

CRD 5055157

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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:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-12-09
TX RA APPROVED_RES 2021-04-13
TN RA APPROVED 2021-02-17
  • NC RA
    APPROVED
    Since 2021-12-09
  • TX RA
    APPROVED_RES
    Since 2021-04-13
  • TN RA
    APPROVED
    Since 2021-02-17

Branch Locations

2305 Keith St Fl 1, Cleveland, TN 37311 • 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
Bb&T Investments Clevelad TN 08/2012 02/2021
Bb&T Securities, Llc Cleveland TN 01/2018 02/2021
Truist Investment Services, Inc. Cleveland TN 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 08/2012 → 02/2021
    Bb&T Investments
    Clevelad, TN
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Cleveland, TN
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Cleveland, TN
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Murphy, NC
    Chattanooga, TN
    Chattanooga, TN
    Chattanooga, TN
    Copperhill, TN
    Blue Ridge, GA
    Cleveland, TN
    Cleveland, TN
    Cleveland, TN
    Athens, TN
    Duluth, GA
    Madisonville, TN
    Athens, TN
    Englewood, TN
    Charlotte, NC
    Richmond, VA
  • 2012-12-11 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Chattanooga, TN
    Nashville, TN
    Blue Ridge, GA
    Copperhill, TN
    Chattanooga, TN
    Murphy, NC
    Cleveland, TN
    Loudon, TN
    Cleveland, TN
    Cleveland, TN
    Sweetwater, TN
    Blue Ridge, GA
    Athens, TN
    Duluth, GA
    Madisonville, TN
    Lenoir City, TN
    Loudon, TN
    Athens, TN
    Englewood, TN
Other Businesses

THE ARK OF CLEVELAND POSITION: TREASURER AND VOLUNTEER NATURE: OFFICER INVESTMENT RELATED: YES NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2010 ADDRESS: 240 OAK STREET, CLEVELAND TN 37311 DESCRIPTION: NONPROFIT ORGANIZATION: ANIMAL 'KEEP ALIVE' SHELTER

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-07
S63 Uniform Securities Agent State Law Examination 2010-12-21
  • S65 Uniform Investment Adviser Law Examination
    2012-12-07
  • S63 Uniform Securities Agent State Law Examination
    2010-12-21
Other Names
  • Virginia Ellen Runion
  • Virginia Elllen Runon
  • Virginia Elllen Owens

View on SEC IAPD

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