Best Investors Account Sign in
Inactive

Thomas James Green

Truist Advisory Services, Inc.

Wilmington, NC

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-02-07
  • NC RA
    APPROVED
    Since 2025-02-07

Branch Locations

101 N 3Rd St Fl 3, Wilmington, NC 28401 • 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
Bb&T Greensboro NC 07/2016 02/2021
Ascenus Greensboro NC 03/2021 05/2024
Truist Investment Services, Inc. Wilmington NC 07/2024 09/2024
Truist Advisory Services, Inc. Wilmington NC 09/2024 Present
  • 07/2016 → 02/2021
    Bb&T
    Greensboro, NC
  • 03/2021 → 05/2024
    Ascenus
    Greensboro, NC
  • 07/2024 → 09/2024
    Truist Investment Services, Inc.
    Wilmington, NC
  • 09/2024 → Present
    Truist Advisory Services, Inc.
    Wilmington, NC
Previous Registrations
  • 2021-05-25 → 2024-05-13
    Ascensus Investment Advisors, Llc
    Greensboro, NC
    Needham, MA
    Wilmington, NC
  • 2017-04-05 → 2020-12-31
    Bb&T Institutional Investment Advisers, Inc.
    Greensboro, NC
    Greenville, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-04
  • S65 Uniform Investment Adviser Law Examination
    2025-02-04
Other Names
  • Thomas James Green
  • Thomas J. Green
  • Thomas J Green
  • Tom Green

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
MORGAN STANLEY

Other Investors

MATTHEW STEPHEN BENNETT
Gary R Bechtold
EDWARD MONTGOMERY KNOX
TIMOTHY CALHOUN GRAY
EMILY ROGERS HARVEY
CHARLES WARREN MINTZ
Savannah Castor King
JOHN DAVID THOMAS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WILMINGTON, NC
OSAIC INSTITUTIONS, INC. · Wilmington, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, NC
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, NC

More in Wilmington, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor