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Detailed Report
JOSHUA EVAN MCNEIL
JOSHUA MCNEIL, Evan McNeil, Joshua Evan McNeil
CRD#: 6075412
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 232 WILLIAMSON RD
MOORESVILLE, NC 28117
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 232 WILLIAMSON RD
MOORESVILLE, NC 28117
Registration History
20202021202220232024202520262 FIRMS2021 - Present (3 years)BVANGUARD MARKETING CORPORATION (CRD# 7452)2020 - 2021 (<1 year)
License(s)

State Registrations

B
Alabama 4/14/2021
B
Nebraska 4/14/2021
B
Alaska 4/14/2021
B
Nevada 4/14/2021
B
Arizona 4/14/2021
B
New Hampshire 4/14/2021
B
Arkansas 4/14/2021
B
New Jersey 4/14/2021
B
California 4/14/2021
B
New Mexico 4/14/2021
B
Colorado 4/14/2021
B
New York 4/14/2021
B
Connecticut 4/14/2021
B
North Carolina 4/6/2021
B
Delaware 4/14/2021
IA
North Carolina 9/8/2021
B
District of Columbia 4/14/2021
B
North Dakota 4/14/2021
B
Florida 4/14/2021
B
Ohio 4/14/2021
B
Georgia 4/14/2021
B
Oklahoma 4/14/2021
B
Hawaii 4/14/2021
B
Oregon 4/14/2021
B
Idaho 4/14/2021
B
Pennsylvania 4/14/2021
B
Illinois 4/14/2021
B
Puerto Rico 4/14/2021
B
Indiana 4/14/2021
B
Rhode Island 4/14/2021
B
Iowa 4/14/2021
B
South Carolina 4/14/2021
B
Kansas 4/14/2021
B
South Dakota 4/14/2021
B
Kentucky 4/14/2021
B
Tennessee 4/14/2021
B
Louisiana 4/14/2021
B
Texas 4/14/2021
B
Maine 4/14/2021
B
Utah 4/14/2021
B
Maryland 4/14/2021
B
Vermont 4/14/2021
B
Massachusetts 4/14/2021
B
Virgin Islands 4/14/2021
B
Michigan 4/14/2021
B
Virginia 4/14/2021
B
Minnesota 4/14/2021
B
Washington 4/14/2021
B
Mississippi 4/14/2021
B
West Virginia 4/14/2021
B
Missouri 4/14/2021
B
Wisconsin 4/14/2021
B
Montana 4/14/2021
B
Wyoming 4/14/2021

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)
232 WILLIAMSON RD, MOORESVILLE, NC 28117
Registered with this firm since 9/8/2021
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
232 WILLIAMSON RD, MOORESVILLE, NC 28117
MOORESVILLE, NC
Registered with this firm since 4/6/2021
Previous Registration(s)
th hidden textth hidden textNameLocation
B
 09/16/2020 - 04/07/2021 VANGUARD MARKETING CORPORATION (CRD#:7452) CHARLOTTE, NC
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.