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Mary Catherine Davis

Truist Advisory Services, Inc.

Charlotte, 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 2023-11-03
  • NC RA
    APPROVED
    Since 2023-11-03

Branch Locations

2320 Cascade Pointe Blvd Ste 200, Charlotte, NC 28208 • 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
Mecklenburg Park & Rec Cornelius NC 05/2016 08/2018
Unemployed Cornelius NC 08/2018 05/2019
Carrigan Farms Moorseville NC 05/2019 08/2021
Off The Wall Wilmington NC 08/2021 05/2022
Tony Silvagni Surf School Wilmington NC 05/2022 07/2022
Unemployed Wilmington NC 07/2022 07/2023
Truist Advisory Services Inc. Charlotte NC 07/2023 Present
Truist Investment Services Inc. Charlotte NC 07/2023 Present
  • 05/2016 → 08/2018
    Mecklenburg Park & Rec
    Cornelius, NC
  • 08/2018 → 05/2019
    Unemployed
    Cornelius, NC
  • 05/2019 → 08/2021
    Carrigan Farms
    Moorseville, NC
  • 08/2021 → 05/2022
    Off The Wall
    Wilmington, NC
  • 05/2022 → 07/2022
    Tony Silvagni Surf School
    Wilmington, NC
  • 07/2022 → 07/2023
    Unemployed
    Wilmington, NC
  • 07/2023 → Present
    Truist Advisory Services Inc.
    Charlotte, NC
  • 07/2023 → Present
    Truist Investment Services Inc.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-02
  • S66 Uniform Combined State Law Examination
    2023-11-02
Other Names
  • Cate Davis

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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