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Detailed Report
MATTHEW SCOTT DUNCKLEY
MATTHEW S DUNCKLEY
CRD#: 5401249
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 2851 N DRUID HILLS RD
ATLANTA, GA 30329
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 2851 N DRUID HILLD DR
ATLANTA, GA 30329
Registration History
2008201020122014201620182020202220242026IATRUIST ADVISORY SERVICES, INC. (CRD# 283390)2020 - Present (4 years)BTRUIST INVESTMENT SERVICES, INC. (CRD# 17499)2019 - Present (6 years)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2012 - 2017 (5 years)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)2007 - 2012 (5 years)
License(s)

State Registrations

B
Georgia 3/20/2019
IA
Georgia 6/11/2020

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)
2851 N DRUID HILLS RD, ATLANTA, GA 30329
Registered with this firm since 6/11/2020
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
2851 N DRUID HILLD DR, ATLANTA, GA 30329
Registered with this firm since 3/20/2019
Previous Registration(s)
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B
 10/01/2012 - 11/29/2017 J.P. MORGAN SECURITIES LLC (CRD#:79) ATLANTA, GA
B
 09/12/2007 - 10/01/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) NEW YORK, NY
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.