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Caylen Baire

Truist Advisory Services, Inc.

Charleston, 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 2024-11-27
  • WV RA
    APPROVED
    Since 2024-11-27

Branch Locations

300 Summers St Fl 1, Charleston, WV 25301 • 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
Lacas Theraies Roanoke VA 09/2014 04/2017
Truist Bank Huntington WV 04/2017 04/2023
Truist Investment Services, Inc Charleston WV 04/2023 04/2025
Truist Investment Services, Inc Charleston WV 04/2025 Present
  • 09/2014 → 04/2017
    Lacas Theraies
    Roanoke, VA
  • 04/2017 → 04/2023
    Truist Bank
    Huntington, WV
  • 04/2023 → 04/2025
    Truist Investment Services, Inc
    Charleston, WV
  • 04/2025 → Present
    Truist Investment Services, Inc
    Charleston, WV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-16
  • S66 Uniform Combined State Law Examination
    2024-11-16

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
JACOBS & COMPANY
NTV ASSET MANAGEMENT, LLC

Other Investors

JOHN JEFFREY SARTAINE
JAMES M BALL
Austin Lee Rosencrance
Adam Michael Perry
Christian Allen Perez
JEFFREY HUBERT VELEPEC
ROBIN LYNNE PAROG
Marie E Parsons

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHARLESTON, WV
MORGAN STANLEY · CHARLESTON, WV
THE HUNTINGTON INVESTMENT COMPANY · CHARLESTON, WV
RBC CAPITAL MARKETS, LLC · CHARLESTON, WV
AMERIPRISE FINANCIAL SERVICES, LLC · Charleston, WV
J. W. COLE ADVISORS, INC. · CHARLESTON, WV
JACOBS & COMPANY · CHARLESTON, WV
NTV ASSET MANAGEMENT, LLC · CHARLESTON, WV

More in Charleston, WV

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