Best Investors Account Sign in

Iantha R Wortman

Truist Advisory Services, Inc.

Durham, 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 2024-09-26
  • NC RA
    APPROVED
    Since 2024-09-26

Branch Locations

505 S Duke St, Durham, NC 27701 • 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
Equitable Advisors Llc New York NY 06/2023 09/2024
Ricci'S Trattoria Cary NC 07/2022 08/2022
Backstage Pub Cary NC 08/2022 11/2022
Stay At Home Parent - Unemployed Apex NC 08/2012 07/2022
Stay At Home Parent - Unemployed Apex NC 12/2022 02/2023
Lighthouse Lending Holly Springs NC 02/2023 06/2023
Truist Investment Services, Inc Durham NC 09/2024 Present
Truist Advisory Services, Inc Durham NC 09/2024 Present
  • 06/2023 → 09/2024
    Equitable Advisors Llc
    New York, NY
  • 07/2022 → 08/2022
    Ricci'S Trattoria
    Cary, NC
  • 08/2022 → 11/2022
    Backstage Pub
    Cary, NC
  • 08/2012 → 07/2022
    Stay At Home Parent - Unemployed
    Apex, NC
  • 12/2022 → 02/2023
    Stay At Home Parent - Unemployed
    Apex, NC
  • 02/2023 → 06/2023
    Lighthouse Lending
    Holly Springs, NC
  • 09/2024 → Present
    Truist Investment Services, Inc
    Durham, NC
  • 09/2024 → Present
    Truist Advisory Services, Inc
    Durham, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-26
S66 Uniform Combined State Law Examination 2023-05-26
  • S66 Uniform Combined State Law Examination
    2023-05-26
  • S66 Uniform Combined State Law Examination
    2023-05-26
Other Names
  • Iantha Cassidy-Wortman
  • Iantha Cassidy
  • Iantha Wortman

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
BRYANT & BRANNOCK, LLC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CENTER PEAK FINANCIAL
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
SCHARL ADVISORY SERVICES, INC.
EDWARD JONES

Other Investors

MADISON JANECZKO
MEGHAN HANNA
SAMUEL EDWARD BROTHERTON
BENJAMIN D. LOWRY
NATHAN B. NEELY
CATHERINE PELICAN
KYLE S MAXWELL
FOSTER KYEI

Other Offices

STRATEGIC ADVISERS LLC · DURHAM, NC
BRYANT & BRANNOCK, LLC. · DURHAM, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
J.P. MORGAN SECURITIES LLC · Durham, NC
CENTER PEAK FINANCIAL · DURHAM, NC
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Durham, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
SCHARL ADVISORY SERVICES, INC. · DURHAM, NC

More in Durham, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor