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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-04-16
  • KY RA
    APPROVED
    Since 2025-04-16

Branch Locations

4414 North Mayo Trail, Pikeville, KY 41501 • 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 Pikeville KY 03/2008 01/2018
Lpl Financial Llc Paintsville KY 02/2018 04/2025
Citizens Wealth Management Paintsville KY 01/2018 04/2025
Truist Investment Services, Inc Pikeville KY 04/2025 Present
Truist Advsiory Services, Inc Pikeville KY 04/2025 Present
  • 03/2008 → 01/2018
    Bb&T Investments
    Pikeville, KY
  • 02/2018 → 04/2025
    Paintsville, KY
  • 01/2018 → 04/2025
    Citizens Wealth Management
    Paintsville, KY
  • 04/2025 → Present
    Truist Investment Services, Inc
    Pikeville, KY
  • 04/2025 → Present
    Truist Advsiory Services, Inc
    Pikeville, KY
Previous Registrations
  • 2018-02-06 → 2025-04-17
    Paintsville, KY
    Grayson, KY
    Prestonsburg, KY
    Salyersville, KY
    Allen, KY
    Paintsville, KY
    Mcdowell, KY
    Pikeville, KY
    Pikeville, KY
    Winchester, KY
    Louisa, KY
    Ashland, KY
    Winchester, KY
  • 2018-01-02 → 2018-01-17
    Bb&T Securities, Llc
    Birmingham, AL
    Paintsville, KY
    Harlan, KY
    Pikeville, KY
    Charlotte, NC
    Pikeville, KY
  • 2008-03-19 → 2018-01-02
    Bb&T Investment Services, Inc.
    Pikeville, KY
    Charlotte, NC
    Harlan, KY
    Pikeville, KY
    Pikeville, KY
    Belcher, KY
    Paintsville, KY
    Prestonburg, KY
    Evarts, KY
    Cumberland, KY
    Pikeville, KY
    Irvine, KY
    Pikeville, KY
    Paintsville, KY
    Louisville, KY
    Harlan, KY
    Lexington, KY
    Homewood, AL
    Winchester, KY
    Lexington, KY
    Lexington, KY
    Lexington, KY
    Winchester, KY
    Lexington, KY
    Lexington, KY
    Irvine, KY
  • 2007-09-04 → 2008-03-04
    Pikeville, KY
    Fort Mill, SC
    Pikeville, KY
  • 2006-05-16 → 2007-09-05
    Cetera Investment Services Llc
    Versailles, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-15
  • S66 Uniform Combined State Law Examination
    2006-05-15
Designations

View on SEC IAPD

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