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Sidney Suzette Fenton

Truist Advisory Services, Inc.

Westlake, TX

CRD 1252367

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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
TX RA APPROVED 2021-06-01
  • TX RA
    APPROVED
    Since 2021-06-01

Branch Locations

1301 Solana Blvd Bl 2 - Ste 2340, Westlake, TX 76262 • 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
Compass Bank Birmingham AL 11/1993 06/2021
Bbva Wealth Solutions Inc. Frisco TX 10/2010 06/2021
Bbva Securities Inc. Frisco TX 05/2013 06/2021
Bbva Compass Insurance Agency, Inc. Austin TX 11/1994 06/2021
Truist Investment Services, Inc. Southlake TX 06/2021 01/2026
Truist Advisory Services, Inc. Southlake TX 06/2021 01/2026
Truist Investment Services, Inc. Westlake TX 01/2026 Present
Truist Advisory Services, Inc. Westlake TX 01/2026 Present
  • 11/1993 → 06/2021
    Compass Bank
    Birmingham, AL
  • 10/2010 → 06/2021
    Bbva Wealth Solutions Inc.
    Frisco, TX
  • 05/2013 → 06/2021
    Bbva Securities Inc.
    Frisco, TX
  • 11/1994 → 06/2021
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 06/2021 → 01/2026
    Truist Investment Services, Inc.
    Southlake, TX
  • 06/2021 → 01/2026
    Southlake, TX
  • 01/2026 → Present
    Truist Investment Services, Inc.
    Westlake, TX
  • 01/2026 → Present
    Westlake, TX
Previous Registrations
  • 2010-10-15 → 2021-06-01
    Pnc Managed Account Solutions, Inc.
    Houston, TX
    Houston, TX
    Frisco, TX
  • 2010-04-01 → 2010-10-15
    St Johns Wealth Management
    Flower Mound, TX
  • 2002-06-12 → 2010-03-10
    Bbva Compass Investment Solutions, Inc
    Richardson, TX
    Fort Worth, TX
    Southlake, TX
    Southlake, TX
    Denton, TX
    Denton, TX
    Lewisville, TX
    Flower Mound, TX
    Flower Mound, TX
    Lewisville, TX
    Carrollton, TX
    Carrollton, TX
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-09-11
S63 Uniform Securities Agent State Law Examination 1984-05-04
  • S65 Uniform Investment Adviser Law Examination
    1992-09-11
  • S63 Uniform Securities Agent State Law Examination
    1984-05-04
Other Names
  • Sidney Suzzette Deno
  • Sidney Suzette Deno
  • Sidney Suzette Robnettdeno
  • Sidney Suzette Hobbs
  • Suzette Hobbs
  • Sidney Suzette Hobbs

View on SEC IAPD

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