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Detailed Report
DAVID PHILIP KIRBY
CRD#: 2465031
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 HURRICANE, WV
Registration History
19952000200520102015202020252 FIRMS2000 - 2004 (4 years)2 FIRMS2004 - 2012 (7 years)2 FIRMS2012 - 2018 (6 years)2 FIRMS2018 - 2021 (2 years)2 FIRMS2021 - Present (4 years)BDAVENPORT & COMPANY LLC (CRD# 1588)1999 - 2000 (<1 year)BFIRST UNION CAPITAL MARKETS CORP. (CRD# 6124)1994 - 1999 (4 years)
License(s)

State Registrations

B
Alabama 4/3/2024
B
Nevada 4/3/2024
B
Arizona 4/3/2024
B
New Jersey 11/11/2021
B
California 2/17/2021
B
New York 4/3/2024
B
Colorado 4/3/2024
B
North Carolina 2/17/2021
B
Delaware 4/5/2024
B
Ohio 2/17/2021
B
District of Columbia 11/10/2022
B
Oklahoma 4/3/2024
B
Florida 2/17/2021
B
Pennsylvania 2/17/2021
B
Georgia 5/4/2023
B
South Carolina 2/17/2021
B
Indiana 2/17/2021
B
South Dakota 4/3/2024
B
Kentucky 2/17/2021
B
Tennessee 2/17/2021
B
Maine 4/3/2024
B
Texas 4/3/2024
B
Maryland 2/17/2021
B
Virginia 2/17/2021
B
Minnesota 4/3/2024
B
West Virginia 2/17/2021
B
Missouri 4/3/2024
IA
West Virginia 2/17/2021

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
HURRICANE, WV
300 SUMMERS ST STE 120, CHARLESTON, WV 25301
Registered with this firm since 2/17/2021
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
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
 08/31/2018 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
B
 08/22/2018 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
IA
 07/06/2012 - 09/05/2018 J.J.B. HILLIARD, W.L. LYONS, LLC (CRD#:453) CHARLESTON, WV
B
 06/22/2012 - 09/05/2018 J.J.B. HILLIARD, W.L. LYONS, LLC (CRD#:453) CHARLESTON, WV
IA
 09/22/2004 - 07/06/2012 SCOTT & STRINGFELLOW, LLC (CRD#:6255) CHARLESTON, WV
B
 09/17/2004 - 07/06/2012 SCOTT & STRINGFELLOW, LLC (CRD#:6255) CHARLESTON, WV
IA
 08/24/2000 - 10/04/2004 WACHOVIA SECURITIES, LLC (CRD#:19616) CHARLESTON, WV
B
 03/09/2000 - 10/04/2004 WACHOVIA SECURITIES, LLC (CRD#:19616) ST. LOUIS, MO
B
 05/04/1999 - 03/10/2000 DAVENPORT & COMPANY LLC (CRD#:1588) RICHMOND, VA
B
 06/30/1994 - 03/26/1999 FIRST UNION CAPITAL MARKETS CORP. (CRD#:6124) CHARLOTTE, NC
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.