Logan Bart Conroy

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

• 11/2015 → 02/2021
  Bb&T Investment Services, Inc.
  Roanoke, VA
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Roanoke, VA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Salem, VA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Roanoke, VA
  Virginia Beach, VA
  Buchanan, VA
  Charlotte, NC
  Salem, VA
  Roanoke, VA
  Vinton, VA
  Roanoke, VA
  Richmond, VA
• 2015-11-02 → 2018-01-02
  Bb&T Investment Services, Inc.
  Buchanan, VA
  Charlotte, NC
  Huntington, WV
  Salem, VA
  Salem, VA
  Roanoke, VA
  Roanoke, VA
  Vinton, VA
  Roanoke, VA
  Roanoke, VA
  Virginia Beach, VA
• 2014-06-30 → 2015-05-27
  Lpl Financial Llc
  Daleville, VA

Exams

• S66 Uniform Combined State Law Examination
  2014-06-30