Kenneth Lee Watson

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

Authority	Category	Status	Date
MD	RA	APPROVED	2021-02-17

MD RA
APPROVED

Since 2021-02-17

Branch Locations

11817 Reisterstown Rd, Reisterstown, MD 21136 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bb&T Investments	Reisterstown	MD	07/2012	02/2021
Bb&T Securities, Llc	Reisterstown	MD	01/2018	02/2021
Truist Investment Services, Inc.	Baltimore	MD	02/2021	Present
Truist Advisory Services, Inc.	Atlanta	GA	02/2021	Present

07/2012 → 02/2021

Bb&T Investments

Reisterstown, MD
01/2018 → 02/2021

Bb&T Securities, Llc

Reisterstown, MD
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

Towson, MD

Timonium, MD

Baltimore, MD

Pikesville, MD

Baltimore, MD

Resiterstown, MD

Towson, MD

Charlotte, NC

Deale, MD

Odenton, MD

Pasadena, MD

Glen Burnie, MD

Severna Park, MD

Gambrills, MD

Baltimore, MD

Richmond, VA
2012-07-17 → 2018-01-02

Bb&T Investment Services, Inc.

Gambrills, MD

Charlotte, NC

Annapolis, MD

Crofton, MD

Deale, MD

Lothian, MD

Glen Burnie, MD

Severna Park, MD

Greensboro, MD

Chestertown, MD

Centreville, MD

Crofton, MD

Annapolis, MD

Odenton, MD

Annapolis, MD

Pasadena, MD
2009-03-05 → 2010-09-03

Wells Fargo Clearing Services, Llc

Salisbury, MD
2008-11-28 → 2009-02-13

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ocean City, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-11-25

S66 Uniform Combined State Law Examination

2008-11-25

Other Names

Kenneth Lee Palmer
Kenneth L Watson
Kenneth Watson

View on SEC IAPD