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Detailed Report
JASON MATTHEW ADAMCIK
CRD#: 4272591
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 3409 N CENTRAL EXPY
STE 100
Plano, TX 75023-6921
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 3409 N CENTRAL EXPRESSWAY
FL 1
PLANO, TX 75023
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2006 - 2007 (<1 year)2 FIRMS2007 - 2011 (4 years)2 FIRMS2011 - 2012 (1 year)2 FIRMS2012 - 2016 (3 years)2 FIRMS2016 - 2018 (1 year)2 FIRMS2018 - 2021 (3 years)2 FIRMS2021 - Present (4 years)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)2004 - 2006 (2 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2000 - 2004 (3 years)
Disclosure(s)
View By:
9/9/2013
Customer Dispute
Denied
License(s)

State Registrations

B
Colorado 2/17/2021
B
Texas 2/17/2021
B
Florida 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)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
3409 N CENTRAL EXPY STE 100, Plano, TX 75023-6921
Registered with this firm since 2/17/2021
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
3409 N CENTRAL EXPRESSWAY FL 1, PLANO, TX 75023
Registered with this firm since 2/17/2021
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 01/02/2018 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
B
 01/02/2018 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
IA
 04/15/2016 - 01/02/2018 BB&T INVESTMENT SERVICES, INC. (CRD#:33856) ALLEN, TX
B
 04/15/2016 - 01/02/2018 BB&T INVESTMENT SERVICES, INC. (CRD#:33856) ALLEN, TX
IA
 10/01/2012 - 04/06/2016 J.P. MORGAN SECURITIES LLC (CRD#:79) DALLAS, TX
B
 10/01/2012 - 04/06/2016 J.P. MORGAN SECURITIES LLC (CRD#:79) DALLAS, TX
IA
 08/15/2011 - 10/01/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) DALLAS, TX
B
 08/15/2011 - 10/01/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) DALLAS, TX
IA
 05/29/2007 - 07/29/2011 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) ALLEN, TX
B
 05/29/2007 - 07/29/2011 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) ALLEN, TX
IA
 12/04/2006 - 05/29/2007 CITICORP INVESTMENT SERVICES (CRD#:23988) ALLEN, TX
B
 09/15/2006 - 05/29/2007 CITICORP INVESTMENT SERVICES (CRD#:23988) ALLEN, TX
B
 08/11/2004 - 08/24/2006 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) ALLEN, TX
B
 12/06/2000 - 06/21/2004 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) SMITHFIELD, RI
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.