Jeffrey James Terrell

Current Employers

Mtc Wealth Management

14055 Riveredge Dr. Suite 525, Tampa, FL 33637 • United States

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2026-03-09
MA	RA	APPROVED	2025-01-13
LA	RA	APPROVED	2024-12-09
ND	RA	APPROVED	2024-06-03
WV	RA	APPROVED	2024-05-23
VI	RA	APPROVED	2024-05-22
NE	RA	APPROVED	2024-05-21
NV	RA	APPROVED	2024-05-20
NM	RA	APPROVED	2024-05-17
OH	RA	APPROVED	2024-05-17
AL	RA	APPROVED	2024-05-16
AK	RA	APPROVED	2024-05-16
AR	RA	APPROVED	2024-05-16
CA	RA	APPROVED	2024-05-16
CO	RA	APPROVED	2024-05-16
CT	RA	APPROVED	2024-05-16
DE	RA	APPROVED	2024-05-16
HI	RA	APPROVED	2024-05-16
ID	RA	APPROVED	2024-05-16
IL	RA	APPROVED	2024-05-16
IN	RA	APPROVED	2024-05-16
IA	RA	APPROVED	2024-05-16
KS	RA	APPROVED	2024-05-16
KY	RA	APPROVED	2024-05-16
ME	RA	APPROVED	2024-05-16
MD	RA	APPROVED	2024-05-16
MI	RA	APPROVED	2024-05-16
MN	RA	APPROVED	2024-05-16
MS	RA	APPROVED	2024-05-16
MO	RA	APPROVED	2024-05-16
MT	RA	APPROVED	2024-05-16
NH	RA	APPROVED	2024-05-16
NY	RA	APPROVED	2024-05-16
NC	RA	APPROVED	2024-05-16
OK	RA	APPROVED	2024-05-16
OR	RA	APPROVED	2024-05-16
PA	RA	APPROVED	2024-05-16
PR	RA	APPROVED	2024-05-16
RI	RA	APPROVED	2024-05-16
SC	RA	APPROVED	2024-05-16
SD	RA	APPROVED	2024-05-16
TX	RA	APPROVED	2024-05-16
UT	RA	APPROVED	2024-05-16
VT	RA	APPROVED	2024-05-16
VA	RA	APPROVED	2024-05-16
WA	RA	APPROVED	2024-05-16
WI	RA	APPROVED	2024-05-16
WY	RA	APPROVED	2024-05-16

DC RA
APPROVED

Since 2026-03-09
MA RA
APPROVED

Since 2025-01-13
LA RA
APPROVED

Since 2024-12-09
ND RA
APPROVED

Since 2024-06-03
WV RA
APPROVED

Since 2024-05-23
VI RA
APPROVED

Since 2024-05-22
NE RA
APPROVED

Since 2024-05-21
NV RA
APPROVED

Since 2024-05-20
NM RA
APPROVED

Since 2024-05-17
OH RA
APPROVED

Since 2024-05-17
AL RA
APPROVED

Since 2024-05-16
AK RA
APPROVED

Since 2024-05-16
AR RA
APPROVED

Since 2024-05-16
CA RA
APPROVED

Since 2024-05-16
CO RA
APPROVED

Since 2024-05-16
CT RA
APPROVED

Since 2024-05-16
DE RA
APPROVED

Since 2024-05-16
HI RA
APPROVED

Since 2024-05-16
ID RA
APPROVED

Since 2024-05-16
IL RA
APPROVED

Since 2024-05-16
IN RA
APPROVED

Since 2024-05-16
IA RA
APPROVED

Since 2024-05-16
KS RA
APPROVED

Since 2024-05-16
KY RA
APPROVED

Since 2024-05-16
ME RA
APPROVED

Since 2024-05-16
MD RA
APPROVED

Since 2024-05-16
MI RA
APPROVED

Since 2024-05-16
MN RA
APPROVED

Since 2024-05-16
MS RA
APPROVED

Since 2024-05-16
MO RA
APPROVED

Since 2024-05-16
MT RA
APPROVED

Since 2024-05-16
NH RA
APPROVED

Since 2024-05-16
NY RA
APPROVED

Since 2024-05-16
NC RA
APPROVED

Since 2024-05-16
OK RA
APPROVED

Since 2024-05-16
OR RA
APPROVED

Since 2024-05-16
PA RA
APPROVED

Since 2024-05-16
PR RA
APPROVED

Since 2024-05-16
RI RA
APPROVED

Since 2024-05-16
SC RA
APPROVED

Since 2024-05-16
SD RA
APPROVED

Since 2024-05-16
TX RA
APPROVED

Since 2024-05-16
UT RA
APPROVED

Since 2024-05-16
VT RA
APPROVED

Since 2024-05-16
VA RA
APPROVED

Since 2024-05-16
WA RA
APPROVED

Since 2024-05-16
WI RA
APPROVED

Since 2024-05-16
WY RA
APPROVED

Since 2024-05-16

Branch Locations

Denver, NC • United States

14055 Riveredge Dr. Suite 525, Tampa, FL 33637 • 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

Organization	City	State	From	To
Suntrust Advisory Services	Atlanta	GA	02/2020	03/2020
Bb&T	Charlotte	NC	07/2016	02/2020
Suntrust Investment Services, Inc.	Atlanta	GA	03/2020	02/2021
Truist Advisory Services, Inc.	Charlotte	NC	02/2021	Present

02/2020 → 03/2020

Suntrust Advisory Services

Atlanta, GA
07/2016 → 02/2020

Bb&T

Charlotte, NC
03/2020 → 02/2021

Suntrust Investment Services, Inc.

Atlanta, GA
02/2021 → Present

Truist Advisory Services, Inc.

Charlotte, NC

Previous Registrations

2020-02-21 → 2023-12-15

Truist Advisory Services, Inc.

Charlotte, NC

Charlotte, NC
2001-10-17 → 2003-12-31

Beacon Investment Management Llc

Gloucester, VA

Designations