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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-04-15
WV RA APPROVED 2021-02-17
  • TX RA
    APPROVED_RES
    Since 2021-04-15
  • WV RA
    APPROVED
    Since 2021-02-17

Branch Locations

300 Summers St Ste 120, Charleston, WV 25301 • 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
Jjb Hilliard Wl Lyons Llc Louisville KY 08/2014 12/2016
Jjb Hilliard Wl Lyons Llc Louisville KY 12/2016 08/2018
Bb&T Securities Charleston WV 08/2018 Present
Truist Investment Services, Inc. Charleston WV 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 08/2014 → 12/2016
    Jjb Hilliard Wl Lyons Llc
    Louisville, KY
  • 12/2016 → 08/2018
    Jjb Hilliard Wl Lyons Llc
    Louisville, KY
  • 08/2018 → Present
    Bb&T Securities
    Charleston, WV
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Charleston, WV
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-08-31 → 2021-02-17
    Bb&T Securities, Llc
    Charleston, WV
    Richmond, VA
  • 2014-11-10 → 2018-09-05
    J.J.B. Hilliard, W.L. Lyons, Llc
    Charleston, WV
    Scott Depot, WV
    Charleston, WV
Other Businesses

CHURCH MUSICIAN POSITION: Pianist NATURE: I volunteer on Sundays to play piano at my church. Sometimes there are special occasions where I may receive small compensation for my time. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: 115 Cheshire Way, Huntington WV 25704

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-05
  • S66 Uniform Combined State Law Examination
    2014-11-05
Other Names
  • Matthew A Hale

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