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Detailed Report
HARRY MATTHEWS OLDHAM III
MATT OLDHAM
CRD#: 2566730
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 5305 WINDWARD PKWY
ALPHARETTA, GA 30004
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 5305 WINDWARD PKWY
ALPHARETTA, GA 30004
Registration History
19952000200520102015202020252 FIRMS2009 - 2012 (2 years)IATRUIST ADVISORY SERVICES, INC. (CRD# 283390)2016 - Present (8 years)BTRUIST INVESTMENT SERVICES, INC. (CRD# 17499)2012 - Present (13 years)BWELLS FARGO ADVISORS, LLC (CRD# 19616)2001 - 2009 (7 years)BATTKISSON CARTER & COMPANY, INC. (CRD# 16365)1999 - 2001 (2 years)BFIDELITY NATIONAL CAPITAL INVE... (CRD# 30626)1998 - 1999 (1 year)BINTERSTATE/JOHNSON LANE CORPOR... (CRD# 431)1996 - 1998 (2 years)BWHEELER SECURITIES, INC. (CRD# 32238)1995 - 1996 (1 year)IASUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2012 - 2016 (4 years)IAWELLS FARGO ADVISORS, LLC (CRD# 19616)2003 - 2009 (6 years)
License(s)

State Registrations

B
Alabama 2/8/2022
B
New York 3/26/2023
B
California 3/24/2017
B
North Carolina 4/26/2018
B
Colorado 5/1/2020
B
Ohio 5/20/2022
B
Florida 2/12/2015
B
Pennsylvania 10/23/2018
B
Georgia 2/8/2012
B
South Carolina 2/15/2018
IA
Georgia 8/30/2016
B
Tennessee 8/21/2018
B
Kentucky 11/23/2021
IA
Texas 6/5/2018
B
Maryland 11/1/2022
B
Texas 8/22/2018
B
Mississippi 8/26/2020
B
Virginia 5/9/2014

SRO Registrations

B
 FINRA

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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)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
5305 WINDWARD PKWY, ALPHARETTA, GA 30004
Registered with this firm since 8/30/2016
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
5305 WINDWARD PKWY, ALPHARETTA, GA 30004
5150 MCGINNIS FERRY RD, ALPHARETTA, GA 30005
Registered with this firm since 1/27/2012
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 02/08/2012 - 12/31/2016 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) ALPHARETTA, GA
IA
 06/22/2009 - 01/31/2012 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) ALPHARETTA, GA
B
 06/19/2009 - 01/31/2012 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) ALPHARETTA, GA
IA
 04/23/2003 - 06/23/2009 WELLS FARGO ADVISORS, LLC (CRD#:19616) DULUTH, GA
B
 09/06/2001 - 06/23/2009 WELLS FARGO ADVISORS, LLC (CRD#:19616) DULUTH, GA
B
 09/17/1999 - 09/05/2001 ATTKISSON CARTER & COMPANY, INC. (CRD#:16365) ATLANTA, GA
B
 02/02/1998 - 09/15/1999 FIDELITY NATIONAL CAPITAL INVESTORS, INC. (CRD#:30626) ATLANTA, GA
B
 01/17/1996 - 02/04/1998 INTERSTATE/JOHNSON LANE CORPORATION (CRD#:431) CHARLOTTE, NC
B
 02/27/1995 - 02/13/1996 WHEELER SECURITIES, INC. (CRD#:32238) AUGUSTA, GA
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.