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Detailed Report
CHAD WILSON LINK
CRD#: 5282479
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 11400 PANAMA CITY BEACH PKWY,
PANAMA CITY BEACH, FL 32407
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 34901 EMERALD COAST PKWY
DESTIN, FL 32541
Registration History
20082010201220142016201820202022202420262 FIRMS2023 - Present (1 year)BSUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2015 - 2020 (5 years)BSUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2011 - 2012 (<1 year)BT. ROWE PRICE INVESTMENT SERVI... (CRD# 8348)2007 - 2009 (1 year)IASUNTRUST ADVISORY SERVICES, INC. (CRD# 283390)2016 - 2020 (3 years)IASUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2015 - 2016 (1 year)
License(s)

State Registrations

B
Alabama 2/2/2024
B
Minnesota 11/1/2023
B
Arkansas 11/16/2023
B
Missouri 11/5/2024
B
California 11/2/2023
B
New Hampshire 11/3/2023
B
Colorado 11/2/2023
B
New Jersey 11/28/2023
B
Connecticut 11/2/2023
B
New York 11/2/2023
B
District of Columbia 11/3/2023
B
North Carolina 11/6/2023
IA
Florida 9/1/2023
B
North Dakota 11/6/2023
B
Florida 9/18/2023
B
Ohio 11/2/2023
B
Georgia 8/30/2023
B
Pennsylvania 11/2/2023
B
Indiana 11/2/2023
B
Rhode Island 11/2/2023
B
Iowa 11/2/2023
B
South Carolina 11/8/2023
B
Kansas 6/27/2024
B
Texas 11/2/2023
B
Maine 11/2/2023
B
Vermont 11/2/2023
B
Maryland 11/3/2023
B
Virginia 11/2/2023
B
Massachusetts 11/1/2023

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)
11400 PANAMA CITY BEACH PKWY,, PANAMA CITY BEACH, FL 32407
Registered with this firm since 9/1/2023
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
34901 EMERALD COAST PKWY, DESTIN, FL 32541
SANTA ROSA BEACH, FL
Registered with this firm since 8/8/2023
Previous Registration(s)
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IA
 09/20/2016 - 07/01/2020 SUNTRUST ADVISORY SERVICES, INC. (CRD#:283390) ATLANTA, GA
B
 03/09/2015 - 07/01/2020 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) ATLANTA, GA
IA
 04/01/2015 - 12/31/2016 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) ATLANTA, GA
B
 04/01/2011 - 01/12/2012 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) ATHENS, GA
B
 12/05/2007 - 04/21/2009 T. ROWE PRICE INVESTMENT SERVICES, INC. (CRD#:8348) TAMPA, 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.