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Detailed Report
BETHANY DAWN CONRAD
BETHANY DAWN EDGE
CRD#: 5901828
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 3506 STATE RTE 54
OWENSBORO, KY 42303
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 3506 STATE ROUTE 54
OWENSBORO, KY 42303
Registration History
201220142016201820202022202420262 FIRMS2016 - 2022 (5 years)2 FIRMS2022 - Present (2 years)BU.S. BANCORP INVESTMENTS, INC. (CRD# 17868)2011 - 2016 (5 years)
License(s)

State Registrations

B
Kentucky 4/28/2022
IA
Kentucky 4/28/2022

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)
3506 STATE ROUTE 54, OWENSBORO, KY 42303
OWENSBORO, KY
Registered with this firm since 4/28/2022
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
3506 STATE RTE 54, OWENSBORO, KY 42303
Registered with this firm since 4/28/2022
Previous Registration(s)
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IA
 09/27/2016 - 04/20/2022 FIFTH THIRD SECURITIES, INC. (CRD#:628) OWENSBORO, KY
B
 08/30/2016 - 04/20/2022 FIFTH THIRD SECURITIES, INC. (CRD#:628) OWENSBORO, KY
B
 06/30/2011 - 07/26/2016 U.S. BANCORP INVESTMENTS, INC. (CRD#:17868) OWENSBORO, KY
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.