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Traver Paul Hardesty

Truist Advisory Services, Inc.

Williamsburg, VA

CRD 5196922

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

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

Branch Locations

Williamsburg, VA • 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
Scott & Stringfellow,Inc Richmond VA 07/2006 02/2021
Bb&T Securities, Llc Richmond VA 01/2013 02/2021
Truist Investment Services, Inc. Richmond VA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 07/2006 → 02/2021
    Scott & Stringfellow,Inc
    Richmond, VA
  • 01/2013 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Richmond, VA
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2013-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Richmond, VA
    Richmond, VA
    Richmond, VA
    Richmond, VA
    Richmond, VA
  • 2012-07-10 → 2013-01-02
    Scott & Stringfellow, Llc
    Richmond, VA
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-09
  • S66 Uniform Combined State Law Examination
    2012-07-09

View on SEC IAPD

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