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Detailed Report
CHARLES GRANT WATSON
GRANT WATSON
CRD#: 7986046
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 10 FRANKLIN ROAD
ROANOKE, VA 24011
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 10 FRANKLIN RD, SE
FL 2 & 5
ROANOKE, VA 24011
Registration History
2024AprJulOct2025AprJulOct20262 FIRMS2024 - Present (<1 year)
License(s)

State Registrations

B
Alabama 1/15/2025
B
Montana 1/15/2025
B
Alaska 1/15/2025
B
Nevada 1/15/2025
B
Arizona 1/15/2025
B
New Jersey 1/15/2025
B
California 1/15/2025
B
New York 1/15/2025
B
Colorado 1/15/2025
B
North Carolina 1/15/2025
B
Connecticut 1/15/2025
B
Ohio 1/15/2025
B
District of Columbia 1/15/2025
B
Pennsylvania 1/15/2025
B
Florida 1/15/2025
B
South Carolina 1/15/2025
B
Georgia 1/15/2025
B
Tennessee 1/15/2025
B
Hawaii 1/15/2025
B
Texas 1/15/2025
B
Kansas 1/15/2025
B
Utah 1/15/2025
B
Kentucky 1/15/2025
B
Vermont 2/6/2025
B
Maine 1/15/2025
IA
Virginia 12/24/2024
B
Maryland 1/15/2025
B
Virginia 1/8/2025
B
Massachusetts 1/15/2025
B
West Virginia 1/15/2025
B
Michigan 1/15/2025

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)
10 FRANKLIN ROAD, ROANOKE, VA 24011
Registered with this firm since 12/24/2024
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
10 FRANKLIN RD, SE FL 2 & 5, ROANOKE, VA 24011
176 broad street apt 313, DALEVILLE, VA 24083
Registered with this firm since 11/5/2024
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.