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Detailed Report
KARVET LLOYD SAMUELS
KARVET L SAMUELS
CRD#: 4352751
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 667 US HIGHWAY 1
NORTH PALM BEACH, FL 33408
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 667 US HIGHWAY 1
NORTH PALM BEACH, FL 33408
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2014 - 2016 (1 year)2 FIRMS2016 - Present (8 years)BCITIGROUP GLOBAL MARKETS INC. (CRD# 7059)2011 - 2014 (2 years)BWELLS FARGO ADVISORS, LLC (CRD# 19616)2001 - 2011 (10 years)IASUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2016 - 2016 (<1 year)
License(s)

State Registrations

B
Florida 2/23/2016
B
Georgia 2/23/2016
IA
Florida 9/9/2016

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)
667 US HIGHWAY 1, NORTH PALM BEACH, FL 33408
Registered with this firm since 9/9/2016
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
667 US HIGHWAY 1, NORTH PALM BEACH, FL 33408
501 S FLAGLER DR STE 1, WEST PALM BEACH, FL 33401
Registered with this firm since 2/23/2016
Previous Registration(s)
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IA
 02/25/2016 - 12/31/2016 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) NORTH PALM BEACH, FL
IA
 07/10/2014 - 03/01/2016 TD PRIVATE CLIENT WEALTH LLC (CRD#:164484) FT. LAUDERDALE, FL
B
 05/06/2014 - 03/01/2016 TD PRIVATE CLIENT WEALTH LLC (CRD#:164484) FT. LAUDERDALE, FL
B
 12/16/2011 - 05/15/2014 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) BOCA RATON, FL
B
 03/20/2001 - 09/14/2011 WELLS FARGO ADVISORS, LLC (CRD#:19616) DELRAY BEACH, 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.