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James Edward Fitch

Truist Advisory Services, Inc.

Pinehurst, NC

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

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

Branch Locations

50 Aviemore Dr Fl 2, Pinehurst, NC 28374 • 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 Bank Charlotte NC 11/2006 02/2021
Bb&T Investments Charlotte NC 11/2006 02/2021
Bb&T Securities, Llc Laurinburg NC 01/2018 02/2021
Truist Investment Services, Inc. Pinehurst NC 02/2021 Present
Truist Advisory Services, Inc. Pinehurst NC 02/2021 Present
  • 11/2006 → 02/2021
    Bb&T Bank
    Charlotte, NC
  • 11/2006 → 02/2021
    Bb&T Investments
    Charlotte, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Laurinburg, NC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Pinehurst, NC
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Pinehurst, NC
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Seven Lakes, NC
    Southern Pines, NC
    Pinehurst, NC
    Charlotte, NC
    Wilmington, NC
    Carthage, NC
    Laurinburg, NC
    Vass, NC
    Pinehurst, NC
    Aberdeen, NC
    Raleigh, NC
    Richmond, VA
  • 2007-02-22 → 2018-01-02
    Bb&T Investment Services, Inc.
    Carthage, NC
    Laurinburg, NC
    Vass, NC
    Pinehurst, NC
    Pinehurst, NC
    Southern Pines, NC
    Charlotte, NC
    Pinehurst, NC
    Pinehurst, NC
    Southern Pines, NC
    Charlotte, NC
    Coral Springs, FL
    Wilmington, NC
    Southern Pines, NC
    Seven Lakes, NC
    Pinehurst, NC
    Aberdeen, NC
    Southern Pines, NC
    Seven Lakes, NC
    Aberdeen, NC
    Pinehurst, NC
  • 2000-04-06 → 2003-07-03
    Metlife Investment Fund Services Llc
    Alpharetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-04
S63 Uniform Securities Agent State Law Examination 1995-10-25
  • S66 Uniform Combined State Law Examination
    2008-11-04
  • S63 Uniform Securities Agent State Law Examination
    1995-10-25

View on SEC IAPD

Other Firms

RELIANT INVESTMENT PARTNERS, LLC
GOLDEN PINE ADVISORY, LLC
EDWARD JONES
LEVEL FOUR ADVISORY SERVICES
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST CITIZENS INVESTOR SERVICES, INC.
COURSE MANAGEMENT INVESTMENT ADVISORS, LLC

Other Investors

Lorin Noelle Wagler
JOHN PATRICK HUTCHINSON
ROBERT JAY WAGLER
MARK ALAN BARE
Gregory Robert Grimshaw
Troy Puchalski
Kevin M Ley
THOMAS PATRICK WALTERS

Other Offices

RELIANT INVESTMENT PARTNERS, LLC · PINEHURST, NC
GOLDEN PINE ADVISORY, LLC · PINEHURST, NC
EDWARD JONES · PINEHURST, NC
LEVEL FOUR ADVISORY SERVICES · PINEHURST, NC
WELLS FARGO CLEARING SERVICES, LLC · PINEHURST, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · West End, NC
FIRST CITIZENS INVESTOR SERVICES, INC. · PINEHURST, NC
COURSE MANAGEMENT INVESTMENT ADVISORS, LLC · PINEHURST, NC

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