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Detailed Report
ADAM RHETT BLOOMBERG
ADAM R BLOOMBERG
CRD#: 6200311
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 235 MAGRATH DARBY BLVD
STE 330
MT. PLEASANT, SC 29464
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 235 MAGRATH DARBY BLVD
STE 330
MOUNT PLEASANT, SC 29464
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2014 - 2015 (1 year)2 FIRMS2016 - 2017 (1 year)2 FIRMS2017 - 2021 (3 years)2 FIRMS2021 - Present (4 years)
License(s)

State Registrations

B
Alabama 2/17/2021
B
New Jersey 2/17/2021
B
Arkansas 8/27/2024
B
North Carolina 2/17/2021
B
California 2/17/2021
B
Ohio 12/14/2022
B
Colorado 3/3/2023
B
Oregon 7/14/2023
B
Connecticut 7/19/2023
B
Pennsylvania 2/17/2021
B
Florida 2/17/2021
B
South Carolina 2/17/2021
B
Georgia 2/17/2021
IA
South Carolina 2/17/2021
B
Illinois 2/17/2021
B
Tennessee 2/17/2021
B
Kentucky 8/24/2023
B
Texas 2/17/2021
B
Maryland 2/17/2021
IA
Texas 2/1/2024
B
Massachusetts 3/3/2023
B
Utah 10/3/2022
B
Mississippi 2/17/2021
B
Virginia 2/17/2021
B
Missouri 2/17/2021
B
Washington 11/4/2024

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)
235 MAGRATH DARBY BLVD STE 330, MOUNT PLEASANT, SC 29464
MT PLEASANT, SC
Registered with this firm since 2/17/2021
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
235 MAGRATH DARBY BLVD STE 330, MT. PLEASANT, SC 29464
Registered with this firm since 2/17/2021
Previous Registration(s)
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IA
 03/22/2017 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
B
 03/22/2017 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
IA
 01/22/2016 - 03/24/2017 PRINCIPAL SECURITIES, INC. (CRD#:1137) MT PLEASANT, SC
B
 01/15/2016 - 03/24/2017 PRINCIPAL SECURITIES, INC. (CRD#:1137) MT PLEASANT, SC
IA
 11/17/2014 - 12/24/2015 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) CHARLESTON, SC
B
 08/12/2014 - 12/24/2015 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) CHARLESTON, SC
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.