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Ethan Thomas Coe

Truist Advisory Services, Inc.

Winston-Salem, NC

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-04-22
  • NC RA
    APPROVED
    Since 2024-04-22

Branch Locations

110 S Stratford Rd Ste 502, Winston-Salem, NC 27104 • 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
Secu Brokerage Services Raleigh NC 06/2022 11/2022
Secu Life Insurance Company Raleigh NC 06/2022 Present
State Employees' Credit Union Pilot Mountain NC 06/2016 Present
Secu Brokerage Services Raleigh NC 03/2023 Present
Credit Union Investment Services Raleigh NC 04/2023 Present
Truist Investment Services, Inc Winston Salem NC 04/2024 Present
Truist Advisory Services, Inc Winston Salem NC 04/2024 Present
  • 06/2022 → 11/2022
    Secu Brokerage Services
    Raleigh, NC
  • 06/2022 → Present
    Secu Life Insurance Company
    Raleigh, NC
  • 06/2016 → Present
    State Employees' Credit Union
    Pilot Mountain, NC
  • 03/2023 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 04/2023 → Present
    Credit Union Investment Services
    Raleigh, NC
  • 04/2024 → Present
    Truist Investment Services, Inc
    Winston Salem, NC
  • 04/2024 → Present
    Truist Advisory Services, Inc
    Winston Salem, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-16
S63 Uniform Securities Agent State Law Examination 2023-02-24
  • S65 Uniform Investment Adviser Law Examination
    2023-06-16
  • S63 Uniform Securities Agent State Law Examination
    2023-02-24

View on SEC IAPD

Other Firms

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FIRST CITIZENS INVESTOR SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
PRINCIPAL SECURITIES, INC.
PARK AVENUE SECURITIES LLC
VIRTUE CAPITAL MANAGEMENT, LLC

Other Investors

DALE MARTIN BROWN
DAVID BRIAN REA
JAMES JOYNER EDMUNDSON
KRISTOPHER SHEA ABERNETHY
JESSE FRANKLIN GOINS
KENNETH SCOTT JONES
GEORGE GARFIELD KEENER
MATTHEW STEPHEN SIMMONS

Other Offices

SALEM INVESTMENT COUNSELORS INC · WINSTON SALEM, NC
JT STRATFORD, LLC · WINSTON-SALEM, NC
DARDA FINANCIAL · WINSTON-SALEM, NC
FIRST CITIZENS INVESTOR SERVICES, INC. · WINSTON-SALEM, NC
CETERA INVESTMENT ADVISERS LLC · WINSTON-SALEM, NC
PRINCIPAL SECURITIES, INC. · WINSTON SALEM, NC
PARK AVENUE SECURITIES LLC · WINSTON-SALEM, NC
VIRTUE CAPITAL MANAGEMENT, LLC · WINSTON-SALEM, NC

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