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Detailed Report
BARBARA HALGREN
BARB MCDERMOTT, BARBARA MCDERMOTT
CRD#: 4014328
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 8226 N WICKHAM RD
FL 2
MELBOURNE, FL 32940
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 8226 N WICKHAM RD
FL 2
MELBOURNE, FL 32940
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2018 - Present (6 years)BBB&T SECURITIES, LLC (CRD# 142785)2019 - 2021 (1 year)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2009 - 2016 (6 years)BBANC OF AMERICA INVESTMENT SER... (CRD# 16361)1999 - 2009 (10 years)IABB&T SECURITIES, LLC (CRD# 142785)2020 - 2021 (<1 year)
License(s)

State Registrations

B
Florida 6/8/2018
B
Georgia 6/8/2018
IA
Florida 6/8/2018

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)
8226 N WICKHAM RD FL 2, MELBOURNE, FL 32940
NEW SMYRNA BEACH, FL
Registered with this firm since 6/8/2018
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
8226 N WICKHAM RD FL 2, MELBOURNE, FL 32940
Registered with this firm since 6/8/2018
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 03/04/2020 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
B
 12/09/2019 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
B
 10/23/2009 - 08/17/2016 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) MERRITT ISLAND, FL
B
 09/29/1999 - 10/23/2009 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) MELBOURNE, FL
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.