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David Ray Peterson

Truist Advisory Services, Inc.

Winston-Salem, NC

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-10-31
NC RA APPROVED 2021-02-17
  • TX RA
    APPROVED_RES
    Since 2022-10-31
  • NC RA
    APPROVED
    Since 2021-02-17

Branch Locations

110 S Stratford Rd Fl 5, Winston-Salem, NC 27104 • 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
Scott & Stringfellow, Inc. Winston-Salem NC 05/1999 02/2021
Bb&T Securities, Llc Winston-Salem NC 01/2013 02/2021
Truist Investment Services, Inc. Winston-Salem NC 02/2021 Present
Truist Advisory Services, Inc. Winston-Salem NC 02/2021 Present
  • 05/1999 → 02/2021
    Scott & Stringfellow, Inc.
    Winston-Salem, NC
  • 01/2013 → 02/2021
    Bb&T Securities, Llc
    Winston-Salem, NC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Winston-Salem, NC
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Winston-Salem, NC
Previous Registrations
  • 2013-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Winston-Salem, NC
    Richmond, VA
  • 2001-01-25 → 2013-01-02
    Scott & Stringfellow, Llc
    Winston-Salem, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-06-12
S63 Uniform Securities Agent State Law Examination 1987-10-07
  • S65 Uniform Investment Adviser Law Examination
    1992-06-12
  • S63 Uniform Securities Agent State Law Examination
    1987-10-07
Other Names
  • Pete Peterson
  • Dave Peterson

View on SEC IAPD

Other Firms

SALEM INVESTMENT COUNSELORS INC
JT STRATFORD, LLC
DARDA FINANCIAL
FIRST CITIZENS INVESTOR SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
PRINCIPAL SECURITIES, INC.
PARK AVENUE SECURITIES LLC
VIRTUE CAPITAL MANAGEMENT, LLC

Other Investors

DALE MARTIN BROWN
DAVID BRIAN REA
JAMES JOYNER EDMUNDSON
KRISTOPHER SHEA ABERNETHY
JESSE FRANKLIN GOINS
KENNETH SCOTT JONES
GEORGE GARFIELD KEENER
MATTHEW STEPHEN SIMMONS

Other Offices

SALEM INVESTMENT COUNSELORS INC · WINSTON SALEM, NC
JT STRATFORD, LLC · WINSTON-SALEM, NC
DARDA FINANCIAL · WINSTON-SALEM, NC
FIRST CITIZENS INVESTOR SERVICES, INC. · WINSTON-SALEM, NC
CETERA INVESTMENT ADVISERS LLC · WINSTON-SALEM, NC
PRINCIPAL SECURITIES, INC. · WINSTON SALEM, NC
PARK AVENUE SECURITIES LLC · WINSTON-SALEM, NC
VIRTUE CAPITAL MANAGEMENT, LLC · WINSTON-SALEM, NC

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