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Detailed Report
HEATHER ANN EDWARDS
HEATHER A EDWARDS, HEATHER ANN MORGAN
CRD#: 6526081
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 521 MAIN ST
FL 1
NORTH MYRTLE BEACH, SC 29582
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 521 MAIN ST
FL 1
NORTH MYRTLE BEACH, SC 29582
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2018 - 2021 (3 years)2 FIRMS2021 - Present (4 years)BBB&T INVESTMENT SERVICES, INC. (CRD# 33856)2015 - 2018 (2 years)IABB&T INVESTMENT SERVICES, INC. (CRD# 33856)2016 - 2018 (1 year)
License(s)

State Registrations

B
Alabama 4/8/2021
B
Nebraska 4/8/2021
B
Alaska 4/8/2021
B
Nevada 4/8/2021
B
Arizona 4/8/2021
B
New Hampshire 4/8/2021
B
Arkansas 4/8/2021
B
New Jersey 4/8/2021
B
California 4/8/2021
B
New Mexico 4/8/2021
B
Colorado 4/8/2021
B
New York 4/8/2021
B
Connecticut 4/8/2021
B
North Carolina 4/8/2021
B
Delaware 4/8/2021
B
North Dakota 4/8/2021
B
District of Columbia 4/8/2021
B
Ohio 4/8/2021
B
Florida 4/8/2021
B
Oklahoma 4/8/2021
B
Georgia 4/8/2021
B
Oregon 4/8/2021
B
Hawaii 4/8/2021
B
Pennsylvania 4/8/2021
B
Idaho 4/8/2021
B
Puerto Rico 4/8/2021
B
Illinois 4/8/2021
B
Rhode Island 4/8/2021
B
Indiana 4/8/2021
B
South Carolina 2/17/2021
B
Iowa 4/8/2021
IA
South Carolina 2/17/2021
B
Kansas 4/8/2021
B
South Dakota 4/8/2021
B
Kentucky 4/8/2021
B
Tennessee 4/8/2021
B
Louisiana 4/8/2021
B
Texas 4/8/2021
B
Maine 4/8/2021
B
Utah 4/8/2021
B
Maryland 4/8/2021
B
Vermont 4/8/2021
B
Massachusetts 4/8/2021
B
Virgin Islands 4/8/2021
B
Michigan 4/8/2021
B
Virginia 4/8/2021
B
Minnesota 4/8/2021
B
Washington 4/8/2021
B
Mississippi 4/8/2021
B
West Virginia 4/8/2021
B
Missouri 4/8/2021
B
Wisconsin 4/8/2021
B
Montana 4/8/2021
B
Wyoming 4/8/2021

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)
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
521 MAIN ST FL 1, NORTH MYRTLE BEACH, SC 29582
GALIVANTS FERRY, SC
Registered with this firm since 2/17/2021
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
521 MAIN ST FL 1, NORTH MYRTLE BEACH, SC 29582
Registered with this firm since 2/17/2021
Previous Registration(s)
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IA
 01/02/2018 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
B
 01/02/2018 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
IA
 02/11/2016 - 01/02/2018 BB&T INVESTMENT SERVICES, INC. (CRD#:33856) NORTH MYRTLE BEACH, SC
B
 08/20/2015 - 01/02/2018 BB&T INVESTMENT SERVICES, INC. (CRD#:33856) NORTH MYRTLE BEACH, 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.