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Blake Armstead Lewis

Truist Advisory Services, Inc.

Ashland, VA

CRD 5116620

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-10-04
VA RA APPROVED 2021-02-17
  • TX RA
    APPROVED_RES
    Since 2021-10-04
  • VA RA
    APPROVED
    Since 2021-02-17

Branch Locations

700 England St, Ashland, VA 23005 • 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
Bbtis Colonia Heights VA 06/2012 01/2018
Bb&T Securities, Llc King George, VA 01/2018 02/2021
Truist Investment Services, Inc. Fredericksburg VA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 06/2012 → 01/2018
    Bbtis
    Colonia Heights, VA
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    King George,, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Fredericksburg, VA
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Virginia Beach, VA
    Ashland, VA
    Fredericksburg, VA
    Fredericksburg, VA
    Mechanicsville, VA
    Fredericksburg, VA
    Colonial Beach, VA
    King George,, VA
    Ashland, VA
    Ashland, VA
    Mechanicsville, VA
    Richmond, VA
  • 2012-06-18 → 2018-01-02
    Bb&T Investment Services, Inc.
    Colonial Heights, VA
    Charlotte, NC
    Colonial Heights, VA
    Colonial Heights, VA
    Richmond, VA
    Petersburg, VA
    Richmond, VA
    Virginia Beach, VA
    Hopewell, VA
    Hopewell, VA
    Ashland, VA
    Fredericksburg, VA
    Fredericksburg, VA
    Mechanicsville, VA
    Fredericksburg, VA
    Colonial Beach, VA
    King George,, VA
  • 2009-06-11 → 2012-06-08
    Glen Allen, VA
  • 2006-08-14 → 2009-06-03
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-12
  • S66 Uniform Combined State Law Examination
    2006-08-12

View on SEC IAPD

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