Michael Matthew Thompson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 02/2021
  Bb&T Bank
  Baltimore, MD
• 05/2011 → 02/2021
  Bb&T Investments
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Baltimore, MD
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Baltimore, MD
  Richmond, VA
• 2011-06-07 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Baltimore, MD

Other Businesses

CASEY CARES FOUNDATION POSITION: Board Member NATURE: Assist children suffering from Cancer or other debilitating circumstances INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2026 ADDRESS: Columbia MD, United States DESCRIPTION: General board activities.

Exams

• S66 Uniform Combined State Law Examination
  2011-06-04
• S63 Uniform Securities Agent State Law Examination
  2009-08-14