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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 2026-04-06
  • NC RA
    APPROVED
    Since 2026-04-06

Branch Locations

124 Harmon Creek Rd, Kernersville, NC 27284 • 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
Wells Fargo Bank, Na Kernersville NC 08/2021 03/2026
Wells Fargo Clearing Services, Llc Kernersville NC 08/2021 03/2026
First Horizon Bank Kernersville NC 10/2014 08/2021
Truist Investment Services, Inc. Kernersville NC 04/2026 Present
Truist Advisory Services, Inc. Kernersville NC 04/2026 Present
  • 08/2021 → 03/2026
    Wells Fargo Bank, Na
    Kernersville, NC
  • 08/2021 → 03/2026
    Kernersville, NC
  • 10/2014 → 08/2021
    First Horizon Bank
    Kernersville, NC
  • 04/2026 → Present
    Truist Investment Services, Inc.
    Kernersville, NC
  • 04/2026 → Present
    Kernersville, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-07
  • S66 Uniform Combined State Law Examination
    2022-01-07
Other Names
  • Robert Dean Schutz
  • Bob Schutz

View on SEC IAPD

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