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Detailed Report
DENISE KATHLEEN MERINAR
DENISE KATHLEEN DOOLEY
CRD#: 4126939
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 919 E MAIN ST
FL 5
RICHMOND, VA 23219
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 919 E MAIN ST
FL 5 & 7
RICHMOND, VA 23219
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2015 - 2016 (<1 year)IATRUIST ADVISORY SERVICES, INC. (CRD# 283390)2021 - Present (4 years)BTRUIST INVESTMENT SERVICES, INC. (CRD# 17499)2019 - Present (5 years)BBB&T SECURITIES, LLC (CRD# 142785)2008 - 2021 (12 years)BSCOTT & STRINGFELLOW, LLC (CRD# 6255)2002 - 2013 (10 years)BWACHOVIA SECURITIES, INC. (CRD# 19616)2001 - 2002 (1 year)BFIRST UNION SECURITIES, INC. (CRD# 19616)2000 - 2001 (<1 year)BFIRST UNION BROKERAGE SERVICES... (CRD# 8112)2000 - 2000 (<1 year)IABB&T SECURITIES, LLC (CRD# 142785)2015 - 2021 (5 years)
License(s)

State Registrations

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Alabama 1/23/2022
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Nebraska 1/23/2022
B
Alaska 1/23/2022
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Nevada 1/23/2022
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Arizona 1/23/2022
B
New Hampshire 1/23/2022
B
Arkansas 1/23/2022
B
New Jersey 1/23/2022
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California 1/23/2022
B
New Mexico 1/23/2022
B
Colorado 1/23/2022
B
New York 1/23/2022
B
Connecticut 1/23/2022
B
North Carolina 2/17/2021
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Delaware 1/23/2022
B
North Dakota 1/23/2022
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District of Columbia 1/23/2022
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Ohio 1/24/2022
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Florida 1/23/2022
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Oklahoma 1/23/2022
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Georgia 1/23/2022
B
Oregon 1/23/2022
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Hawaii 1/23/2022
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Pennsylvania 1/23/2022
B
Idaho 1/23/2022
B
Puerto Rico 1/23/2022
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Illinois 1/23/2022
B
Rhode Island 1/23/2022
B
Indiana 1/23/2022
B
South Carolina 2/17/2021
B
Iowa 1/23/2022
B
South Dakota 1/23/2022
B
Kansas 1/23/2022
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Tennessee 1/23/2022
B
Kentucky 1/23/2022
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Texas 1/23/2022
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Louisiana 1/23/2022
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Utah 1/23/2022
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Maine 1/23/2022
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Vermont 1/23/2022
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Maryland 1/23/2022
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Virgin Islands 1/23/2022
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Massachusetts 1/23/2022
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Virginia 2/17/2021
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Michigan 1/23/2022
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Virginia 3/2/2021
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Minnesota 1/23/2022
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Washington 1/23/2022
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Mississippi 1/23/2022
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West Virginia 1/23/2022
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Missouri 1/23/2022
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Wisconsin 1/23/2022
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Montana 1/23/2022
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Wyoming 1/23/2022

SRO Registrations

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 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)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
919 E MAIN ST FL 5, RICHMOND, VA 23219
Registered with this firm since 3/2/2021
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
919 E MAIN ST FL 5 & 7, RICHMOND, VA 23219
MOSELEY, VA
Registered with this firm since 12/11/2019
Previous Registration(s)
th hidden textth hidden textNameLocation
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 05/18/2015 - 03/02/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
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 06/20/2008 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
IA
 08/05/2015 - 03/11/2016 VALLEY FORGE ASSET MANAGEMENT, LLC (CRD#:7438) KING OF PRUSSIA, PA
B
 08/05/2015 - 03/11/2016 VALLEY FORGE ASSET MANAGEMENT, LLC (CRD#:7438) KING OF PRUSSIA, PA
B
 09/11/2002 - 01/02/2013 SCOTT & STRINGFELLOW, LLC (CRD#:6255) RICHMOND, VA
B
 07/27/2001 - 08/07/2002 WACHOVIA SECURITIES, INC. (CRD#:19616) ST. LOUIS, MO
B
 10/01/2000 - 06/20/2001 FIRST UNION SECURITIES, INC. (CRD#:19616) ST. LOUIS, MO
B
 02/10/2000 - 10/01/2000 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.
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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.