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Detailed Report
ADAM PAUL CANEVAZZI
ADAM P CANEVAZZI
CRD#: 5825862
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 5 CHURCH CIR
ANNAPOLIS, MD 21401
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 5 CHURCH CIR
ANNAPOLIS, MD 21401
Registration History
2010201220142016201820202022202420262 FIRMS2013 - 2018 (4 years)2 FIRMS2019 - 2022 (3 years)2 FIRMS2023 - Present (2 years)BVALIC FINANCIAL ADVISORS, INC. (CRD# 42803)2010 - 2013 (2 years)IAVALIC FINANCIAL ADVISORS, INC. (CRD# 42803)2011 - 2013 (2 years)
License(s)

State Registrations

B
Maryland 1/4/2023
IA
Maryland 1/4/2023

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)
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
5 CHURCH CIR, ANNAPOLIS, MD 21401
ANNAPOLIS, MD
Registered with this firm since 1/4/2023
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
5 CHURCH CIR, ANNAPOLIS, MD 21401
Registered with this firm since 1/4/2023
Previous Registration(s)
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IA
 08/16/2019 - 10/25/2022 CETERA INVESTMENT ADVISERS LLC (CRD#:105644) BALTIMORE, MD
B
 08/28/2019 - 10/25/2022 CETERA INVESTMENT SERVICES LLC (CRD#:15340) BALTIMORE, MD
IA
 09/04/2013 - 01/05/2018 PNC INVESTMENTS (CRD#:129052) BALTIMORE, MD
B
 09/04/2013 - 01/05/2018 PNC INVESTMENTS (CRD#:129052) BALTIMORE, MD
IA
 04/20/2011 - 08/22/2013 VALIC FINANCIAL ADVISORS, INC. (CRD#:42803) LINTHICUM, MD
B
 10/27/2010 - 08/22/2013 VALIC FINANCIAL ADVISORS, INC. (CRD#:42803) LINTHICUM, MD
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.