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Detailed Report
SHERWIN NAJAND
CRD#: 5576590
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 1445 RESEARCH BOULEVARD
FL 2
ROCKVILLE, MD 20850
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 1445 RESEARCH BLVD
FL 2
ROCKVILLE, MD 20850
Registration History
20122014201620182020202220242026IATRUIST ADVISORY SERVICES, INC. (CRD# 283390)2016 - Present (8 years)BTRUIST INVESTMENT SERVICES, INC. (CRD# 17499)2014 - Present (11 years)BSCOTTRADE, INC. (CRD# 8206)2011 - 2014 (2 years)IASUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2014 - 2016 (2 years)
License(s)

State Registrations

B
Alabama 4/13/2021
B
Montana 4/13/2021
B
Alaska 4/13/2021
B
Nebraska 4/13/2021
B
Arizona 4/13/2021
B
Nevada 4/13/2021
B
Arkansas 4/13/2021
B
New Hampshire 1/31/2018
B
California 9/29/2015
B
New Jersey 1/15/2016
B
Colorado 4/13/2021
B
New Mexico 4/13/2021
B
Connecticut 9/29/2015
B
New York 10/4/2016
B
Delaware 9/29/2015
B
North Carolina 1/31/2018
B
District of Columbia 1/22/2014
B
North Dakota 4/13/2021
B
Florida 9/29/2015
B
Ohio 11/15/2018
B
Georgia 9/29/2015
B
Oklahoma 4/13/2021
B
Hawaii 4/13/2021
B
Oregon 4/13/2021
B
Idaho 4/13/2021
B
Pennsylvania 9/29/2015
B
Illinois 1/15/2016
B
Puerto Rico 4/13/2021
B
Indiana 9/29/2015
B
Rhode Island 4/13/2021
B
Iowa 4/13/2021
B
South Carolina 7/20/2016
B
Kansas 2/4/2019
B
South Dakota 4/13/2021
B
Kentucky 4/13/2021
B
Tennessee 9/23/2015
B
Louisiana 4/13/2021
B
Texas 4/13/2021
B
Maine 4/13/2021
B
Utah 4/13/2021
B
Maryland 1/22/2014
B
Vermont 4/13/2021
IA
Maryland 9/14/2016
B
Virgin Islands 4/13/2021
B
Massachusetts 9/29/2015
B
Virginia 1/22/2014
B
Michigan 12/21/2015
B
Washington 4/13/2021
B
Minnesota 4/13/2021
B
West Virginia 4/13/2021
B
Mississippi 7/5/2017
B
Wisconsin 4/13/2021
B
Missouri 4/13/2021
B
Wyoming 4/13/2021

SRO Registrations

B
 FINRA

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
1445 RESEARCH BOULEVARD FL 2, ROCKVILLE, MD 20850
Registered with this firm since 9/14/2016
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
1445 RESEARCH BLVD FL 2, ROCKVILLE, MD 20850
ROCKVILLE, MD
Registered with this firm since 1/22/2014
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 10/29/2014 - 12/31/2016 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) CHEVY CHASE, MD
B
 02/18/2011 - 01/14/2014 SCOTTRADE, INC. (CRD#:8206) ARLINGTON, VA
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.