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Cameron Joseph Mcfarlane

Truist Advisory Services, Inc.

Greenwich, CT

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-04-24
  • CT RA
    APPROVED
    Since 2026-04-24

Branch Locations

4 Greenwich Office Park, Greenwich, CT 06831 • 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
Tiger Rec. Farmville VA 08/2013 05/2017
People's Securities, Inc. Cos Cob CT 05/2017 04/2026
People's United Advisors, Inc. Cos Cob CT 05/2018 04/2026
Lpl Financial Llc Cos Cob CT 08/2022 04/2026
Lpl Financial Llc Cos Cob CT 08/2022 04/2026
Truist Investment Services, Inc Greenwich CT 04/2026 Present
Truist Advisory Services, Inc Greenwich CT 04/2026 Present
  • 08/2013 → 05/2017
    Tiger Rec.
    Farmville, VA
  • 05/2017 → 04/2026
    People's Securities, Inc.
    Cos Cob, CT
  • 05/2018 → 04/2026
    People's United Advisors, Inc.
    Cos Cob, CT
  • 08/2022 → 04/2026
    Lpl Financial Llc
    Cos Cob, CT
  • 08/2022 → 04/2026
    Lpl Financial Llc
    Cos Cob, CT
  • 04/2026 → Present
    Truist Investment Services, Inc
    Greenwich, CT
  • 04/2026 → Present
    Truist Advisory Services, Inc
    Greenwich, CT
Previous Registrations
  • 2022-08-17 → 2026-05-11
    Lpl Financial Llc
    Cos Cob, CT
    Montvale, NJ
    Riverside, CT
    New Canaan, CT
    Greenwich, CT
  • 2018-05-21 → 2022-08-17
    People'S United Advisors, Inc.
    Cos Cob, CT
  • 2018-03-23 → 2020-03-31
    People'S Securities, Inc.
    Cos Cob, CT
    Bridgeport, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-19
  • S66 Uniform Combined State Law Examination
    2018-03-19

View on SEC IAPD

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