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Courtney Michelle Abrecht

Truist Advisory Services, Inc.

Frederick, MD

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

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

Branch Locations

5280 Corporate Dr Fl 2, Ste A-250, Frederick, MD 21703 • 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 Investments Westminister MD 06/2006 02/2021
Bb&T Securities, Llc Westminster MD 01/2018 02/2021
Truist Investment Services, Inc. Westminster MD 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 06/2006 → 02/2021
    Bb&T Investments
    Westminister, MD
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Westminster, MD
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Westminster, MD
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Westminster, MD
    Charlotte, NC
    Severna Park, MD
    Richmond, VA
  • 2014-01-02 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Westminster, MD
    Charlotte, NC
    Severna Park, MD
Other Businesses

HOLLY RIDGE HOA POSITION: HOA Board Member, Director / Treasurer NATURE: My neighborhood HOA. I have no access to banking associated with the HOA, however as a board member I have input in our spending. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: Frederick MD, United States DESCRIPTION: I would attend quarterly HOA meetings where we discuss things like hiring maintenance workers and garbage collecting agencies, whether we would transfer funds from our HOA checking account to an interest-bearing savings account or escrow account, HOA community members who are delinquent on HOA member fees, and any other topics relevant to the neighborhood (like repaving, painting the roads, sign maintenance - etc.).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-27
S63 Uniform Securities Agent State Law Examination 2006-08-31
  • S65 Uniform Investment Adviser Law Examination
    2013-12-27
  • S63 Uniform Securities Agent State Law Examination
    2006-08-31
Other Names
  • Courtney Michelle Myers
  • Courtney Myers Wolf
  • Courtney Michelle Wolf

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