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Detailed Report
GREGORY BRETT RICHESIN
Greg B Richesin
CRD#: 2749075
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 100 CRESCENT COURT
SUITE 1000
DALLAS, TX 75201
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 100 CRESCENT CT
STE 1000
DALLAS, TX 75201
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2005 - 2006 (<1 year)2 FIRMS2006 - 2007 (<1 year)2 FIRMS2007 - 2022 (14 years)2 FIRMS2022 - 2024 (1 year)2 FIRMS2024 - Present (<1 year)BCITI PRIVATE ADVISORY, LLC (CRD# 153777)2017 - 2022 (5 years)BFIRST UNION BROKERAGE SERVICES... (CRD# 8112)1996 - 1997 (1 year)
License(s)

State Registrations

B
Texas 4/2/2024
IA
Texas 4/2/2024

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)
100 CRESCENT CT STE 1000, DALLAS, TX 75201
DALLAS, TX
Registered with this firm since 4/2/2024
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
100 CRESCENT COURT SUITE 1000, DALLAS, TX 75201
Registered with this firm since 4/2/2024
Previous Registration(s)
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IA
 07/18/2022 - 03/26/2024 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) DALLAS, TX
B
 07/18/2022 - 03/26/2024 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) DALLAS, TX
IA
 11/16/2007 - 07/18/2022 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) DALLAS, TX
B
 03/28/2017 - 07/18/2022 CITI PRIVATE ADVISORY, LLC (CRD#:153777) Dallas, TX
B
 11/07/2007 - 07/18/2022 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) DALLAS, TX
IA
 09/25/2006 - 08/06/2007 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) ATLANTA, GA
B
 09/19/2006 - 08/06/2007 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) ATLANTA, GA
IA
 10/04/2005 - 08/25/2006 BB&T INVESTMENT SERVICES, INC. (CRD#:33856) ATLANTA, GA
B
 09/27/2005 - 08/25/2006 BB&T INVESTMENT SERVICES, INC. (CRD#:33856) ATLANTA, GA
B
 05/30/1996 - 09/09/1997 FIRST UNION BROKERAGE SERVICES, INC. (CRD#:8112) 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.