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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-03-04
TX RA APPROVED 2023-06-14
WV RA APPROVED 2022-05-16
  • LA RA
    APPROVED
    Since 2024-03-04
  • TX RA
    APPROVED
    Since 2023-06-14
  • WV RA
    APPROVED
    Since 2022-05-16

Branch Locations

329 E 8Th St Corner Of 8Th And Avery, Parkersburg, WV 26101 • 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
Bb&T Bank Charleston WV 03/2014 03/2017
Highland Hospital Charleston WV 03/2017 09/2018
Ramsey Eye Care Charleston WV 10/2018 07/2020
Mvb Bank Charleston WV 07/2020 02/2021
Healthnet Aeromedical Charleston WV 03/2021 10/2021
Truist Investment Services, Inc. Parkersburg WV 12/2021 10/2023
Truist Advisory Services, Inc. Parkersburg WV 04/2022 10/2023
Truist Investment Services, Inc. Parkersburg WV 10/2023 Present
Truist Advisory Services, Inc, Parkersburg WV 10/2023 Present
  • 03/2014 → 03/2017
    Bb&T Bank
    Charleston, WV
  • 03/2017 → 09/2018
    Highland Hospital
    Charleston, WV
  • 10/2018 → 07/2020
    Ramsey Eye Care
    Charleston, WV
  • 07/2020 → 02/2021
    Mvb Bank
    Charleston, WV
  • 03/2021 → 10/2021
    Healthnet Aeromedical
    Charleston, WV
  • 12/2021 → 10/2023
    Truist Investment Services, Inc.
    Parkersburg, WV
  • 04/2022 → 10/2023
    Parkersburg, WV
  • 10/2023 → Present
    Truist Investment Services, Inc.
    Parkersburg, WV
  • 10/2023 → Present
    Parkersburg, WV
Other Businesses

STEVEN CHASE MOONEY POSITION: Landlord NATURE: Renting a single-family home INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: Parkersburg WV, United States DESCRIPTION: Collect rent and complete necessary repairs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-18
  • S66 Uniform Combined State Law Examination
    2022-04-18
Other Names
  • Chase Mooney

View on SEC IAPD

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