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Detailed Report
ROBERT ELLIS METZ
BOB METZ
CRD#: 1858893
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 300 SUMMERS ST
STE 120
CHARLESTON, WV 25301
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 WINFIELD,, WV
Registration History
199019952000200520102015202020252 FIRMS2001 - 2004 (3 years)2 FIRMS2004 - 2013 (8 years)2 FIRMS2013 - 2021 (8 years)2 FIRMS2021 - Present (4 years)BPRUDENTIAL SECURITIES INCORPORATED (CRD# 7471)1989 - 2001 (11 years)BTHOMSON MCKINNON SECURITIES INC. (CRD# 829)1988 - 1989 (<1 year)BFREEDOM FIRST SECURITIES, INC. (CRD# 21212)1988 - 1988 (<1 year)
License(s)

State Registrations

B
Alabama 2/17/2021
B
New Mexico 2/17/2021
B
Arizona 2/17/2021
B
New York 2/17/2021
B
California 2/17/2021
B
North Carolina 2/17/2021
B
Colorado 2/17/2021
B
Ohio 2/17/2021
B
Connecticut 2/17/2021
B
Pennsylvania 2/17/2021
B
Florida 2/17/2021
B
South Carolina 2/17/2021
B
Georgia 2/17/2021
B
Tennessee 2/17/2021
B
Indiana 2/17/2021
B
Texas 4/3/2023
B
Kentucky 2/17/2021
IA
Texas 6/14/2023
B
Maryland 2/17/2021
B
Virginia 2/17/2021
B
Massachusetts 2/17/2021
B
Washington 8/1/2023
B
Michigan 2/28/2024
B
West Virginia 2/17/2021
B
New Jersey 2/17/2021
IA
West Virginia 3/2/2021

SRO Registrations

B
 FINRA

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
300 SUMMERS ST STE 120, CHARLESTON, WV 25301
Registered with this firm since 3/2/2021
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
WINFIELD,, WV
300 SUMMERS ST STE 120, CHARLESTON, WV 25301
Registered with this firm since 2/17/2021
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 01/02/2013 - 03/02/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
B
 01/02/2013 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
IA
 09/22/2004 - 01/02/2013 SCOTT & STRINGFELLOW, LLC (CRD#:6255) CHARLESTON, WV
B
 09/17/2004 - 01/02/2013 SCOTT & STRINGFELLOW, LLC (CRD#:6255) CHARLESTON, WV
IA
 08/17/2001 - 10/04/2004 WACHOVIA SECURITIES, LLC (CRD#:19616) CHARLESTON, WV
B
 08/17/2001 - 10/04/2004 WACHOVIA SECURITIES, LLC (CRD#:19616) ST. LOUIS, MO
B
 09/15/1989 - 08/20/2001 PRUDENTIAL SECURITIES INCORPORATED (CRD#:7471) NEW YORK, NY
B
 11/09/1988 - 09/16/1989 THOMSON MCKINNON SECURITIES INC. (CRD#:829) NEW YORK, NY
B
 07/20/1988 - 11/22/1988 FREEDOM FIRST SECURITIES, INC. (CRD#:21212)
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.