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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-02-17
  • VA RA
    APPROVED
    Since 2021-02-17

Branch Locations

4592 Virginia Beach Blvd, Virginia Beach, VA 23462 • 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
Lpl Financial Llc Norfolk VA 07/2014 09/2016
Compton Wealth Advisory Group, Llc Norfolk VA 01/2016 09/2016
Bb&T Bank Virginia Beach VA 01/2017 01/2019
Bb&T Investment Services, Inc. Charlotte NC 01/2017 02/2021
Unemployed Virginia Beach VA 09/2016 12/2016
Bb&T Securities, Llc Richmond VA 01/2018 02/2021
Bb&T Virginia Beach VA 01/2019 02/2021
Truist Investment Services, Inc. Virginia Beach VA 02/2021 04/2022
Truist Advisory Services, Inc. Virginia Beach VA 02/2021 04/2022
Truist Investment Services, Inc. Virginia Beach VA 04/2022 Present
Truist Advisory Services, Inc. Virginia Beach VA 04/2022 Present
  • 07/2014 → 09/2016
    Norfolk, VA
  • 01/2016 → 09/2016
    Norfolk, VA
  • 01/2017 → 01/2019
    Bb&T Bank
    Virginia Beach, VA
  • 01/2017 → 02/2021
    Bb&T Investment Services, Inc.
    Charlotte, NC
  • 09/2016 → 12/2016
    Unemployed
    Virginia Beach, VA
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → 02/2021
    Bb&T
    Virginia Beach, VA
  • 02/2021 → 04/2022
    Truist Investment Services, Inc.
    Virginia Beach, VA
  • 02/2021 → 04/2022
    Virginia Beach, VA
  • 04/2022 → Present
    Truist Investment Services, Inc.
    Virginia Beach, VA
  • 04/2022 → Present
    Virginia Beach, VA
Previous Registrations
Other Businesses

T5 PROFESSIONAL SERVICES, LLC POSITION: Owner, Partner NATURE: My husband is starting a business to provide basic handy man and sanitation services. I will be 51% owner of the LLC that the business will function under. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: 4645 Thoroughgood Dr, Virginia Beach VA 23455 Rental Property, Norfolk, Virginia- owner; Purchasing a rental property; 10/08/2021; Manage tenant and property needs; not investment related; 0 hours devoted during trade hours; 2 hours devoted per month after trade hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-21
  • S66 Uniform Combined State Law Examination
    2006-07-21
Designations
Other Names
  • Lori Ann Clifton
  • Lori Ann Peters

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