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Detailed Report
KARLEIENNY DEL VALLE MEDINA SOJO
KARLEIENNY DEL VALLE MEDINA, KARLEIENNY MEDINA
CRD#: 6325541
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 7455 CHANCELLOR DR
FL 1
ORLANDO, FL 32809
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 7455 CHANCELLOR DR
FL 1
ORLANDO, FL 32809
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2019 - Present (5 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2015 - 2018 (2 years)IASTRATEGIC ADVISERS, INC. (CRD# 104555)2017 - 2018 (1 year)
Disclosure(s)
View By:
1/13/2018
Employment Separation After Allegations
License(s)

State Registrations

B
District of Columbia 9/19/2019
B
North Carolina 9/18/2019
B
Florida 9/18/2019
B
South Carolina 9/18/2019
IA
Florida 9/19/2019
B
Tennessee 9/18/2019
B
Georgia 9/18/2019
B
Virginia 9/19/2019
B
Maryland 9/19/2019

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)
7455 CHANCELLOR DR FL 1, ORLANDO, FL 32809
Registered with this firm since 9/19/2019
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
7455 CHANCELLOR DR FL 1, ORLANDO, FL 32809
ST AUGUSTINE, FL
Registered with this firm since 9/17/2019
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 02/08/2017 - 02/08/2018 STRATEGIC ADVISERS, INC. (CRD#:104555) JACKSONVILLE, FL
B
 08/28/2015 - 02/08/2018 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) JACKSONVILLE, FL
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.