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Detailed Report
JEREMY BLAINE STAUSS
JEREMY BLAIN STAUSS, JEREMY BLAIN STRAUSS
CRD#: 4266598
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 Trophy Club, TX
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2006 - 2008 (1 year)2 FIRMS2008 - 2009 (1 year)2 FIRMS2009 - 2016 (6 years)2 FIRMS2016 - 2016 (<1 year)2 FIRMS2016 - 2018 (1 year)2 FIRMS2018 - 2021 (2 years)2 FIRMS2021 - Present (4 years)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)2000 - 2006 (5 years)IACHASE INVESTMENT SERVICES CORP. (CRD# 25574)2003 - 2006 (2 years)
License(s)

State Registrations

B
Texas 2/17/2021
IA
Texas 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)
Trophy Club, TX
100 CRESCENT CT STE 1000, DALLAS, TX 75201
Registered with this firm since 2/17/2021
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
100 CRESCENT COURT SUITE 1000, DALLAS, TX 75201
Registered with this firm since 2/17/2021
Previous Registration(s)
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IA
 06/15/2018 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
B
 06/15/2018 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
IA
 08/26/2016 - 05/30/2018 UMB FINANCIAL SERVICES, INC. (CRD#:17073) Ft Worth, TX
B
 08/26/2016 - 05/30/2018 UMB FINANCIAL SERVICES, INC. (CRD#:17073) KANSAS CITY, MO
IA
 04/26/2016 - 08/01/2016 BB&T INVESTMENT SERVICES, INC. (CRD#:33856) SOUTHLAKE, TX
B
 04/26/2016 - 08/01/2016 BB&T INVESTMENT SERVICES, INC. (CRD#:33856) SOUTHLAKE, TX
IA
 10/23/2009 - 04/18/2016 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) FORT WORTH, TX
B
 10/23/2009 - 04/18/2016 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) FORT WORTH, TX
IA
 01/09/2008 - 10/23/2009 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) ADDISON, TX
B
 01/09/2008 - 10/23/2009 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) ADDISON, TX
IA
 02/24/2006 - 01/02/2008 WACHOVIA SECURITIES, LLC (CRD#:19616) PLANO, TX
B
 02/24/2006 - 01/02/2008 WACHOVIA SECURITIES, LLC (CRD#:19616) PLANO, TX
IA
 04/11/2003 - 03/01/2006 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) DALLAS, TX
B
 09/27/2000 - 03/01/2006 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) CHICAGO, IL
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.