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William Huthnance Dedmon

Truist Advisory Services, Inc.

Fort Worth, TX

CRD 7746653

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-12
  • TX RA
    APPROVED
    Since 2024-08-12

Branch Locations

5128 Apache Plume Rd Ste 340, Fort Worth, TX 76109 • 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
Dyersburg Highschool Dyersburg TN 08/2015 05/2019
University Of Mississippi Oxford MS 08/2019 05/2023
Ubs Financial Services, Inc. Houston TX 07/2023 12/2023
Unemployed Houston TX 12/2023 06/2024
Truist Investment Services, Inc. Houston TX 06/2024 Present
Unemployed Dyersburg TN 05/2023 07/2023
Unemployed Dyersburg TN 05/2019 08/2019
  • 08/2015 → 05/2019
    Dyersburg Highschool
    Dyersburg, TN
  • 08/2019 → 05/2023
    University Of Mississippi
    Oxford, MS
  • 07/2023 → 12/2023
    Ubs Financial Services, Inc.
    Houston, TX
  • 12/2023 → 06/2024
    Unemployed
    Houston, TX
  • 06/2024 → Present
    Truist Investment Services, Inc.
    Houston, TX
  • 05/2023 → 07/2023
    Unemployed
    Dyersburg, TN
  • 05/2019 → 08/2019
    Unemployed
    Dyersburg, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-05
  • S66 Uniform Combined State Law Examination
    2024-05-05
Other Names
  • William Huthnance Dedmon
  • Will Huthnance Dedmon
  • William H Dedmon

View on SEC IAPD

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