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Angela Jean Holdsworth

Truist Advisory Services, Inc.

Morgantown, WV

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

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

Branch Locations

466 Chectnut Ridge Rd, Morgantown, WV 26506 • 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
Bbtis Charlotte NC 02/2017 Present
Bb&T Morgantown WV 02/2017 01/2019
Bb&T Morgantown WV 11/2004 02/2017
Bb&T Securities, Llc Richmond VA 01/2018 Present
Bb&T Morgantown WV 01/2019 Present
Truist Investment Services, Inc. Morgantown WV 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 02/2017 → Present
    Bbtis
    Charlotte, NC
  • 02/2017 → 01/2019
    Bb&T
    Morgantown, WV
  • 11/2004 → 02/2017
    Bb&T
    Morgantown, WV
  • 01/2018 → Present
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → Present
    Bb&T
    Morgantown, WV
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Morgantown, WV
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Morgantown, WV
    Charlotte, NC
    Morgantown, WV
    Richmond, VA
  • 2017-06-15 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Morgantown, WV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-07
  • S66 Uniform Combined State Law Examination
    2017-06-07
Other Names
  • Angela Jean Fanning

View on SEC IAPD

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Other Investors

THOMAS JOSEPH BEGLEY
ANTHONY ABRUZZINO
Gregory Grant Simons
Travis Lee Maraney
MICHAEL OATES
CHARLES LABRITZ
JORDAN BAKER
SHAWN A WENDEL

Other Offices

CETERA INVESTMENT ADVISERS LLC · MORGANTOWN, WV
CETERA INVESTMENT ADVISERS LLC · MORGANTOWN, WV
WESBANCO SECURITIES, INC. · MORGANTOWN, WV
LPL FINANCIAL LLC · Morgantown, WV
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MORGANTOWN, WV
PNC WEALTH MANAGEMENT LLC · MORGANTOWN, WV
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MORGANTOWN, WV
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · MORGANTOWN, WV

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