← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（11/05/2024）
TRUIST ADVISORY SERVICES, INC. · 所有者与执行高管（CRD 283390）
机构事实页：TRUIST ADVISORY SERVICES, INC. 事实页 → | 官方原文：IAPD firm-summary/283390
Schedule A · 直接所有者（12 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| HECHTLINGER, SUSAN | 个人 | DIRECTOR, CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT | — | NA |
| THOMPSON, JOSEPH, M | 个人 | DIRECTOR | 是 | NA |
| DOWHOWER, BRIAN, SEAN | 个人 | CHAIRMAN OF THE BOARD, PRESIDENT AND CEO | 是 | NA |
| TRUIST FINANCIAL CORPORATION | 境内实体 | OWNER | 是 | E |
| TYSON, TONYA | 个人 | ASSISTANT SECRETARY, CHIEF OPERATIONS OFFICER, SENIOR VICE PRESIDENT | 是 | NA |
| CRAM, BRYAN, SCOTT | 个人 | DIRECTOR, VICE CHAIRMAN, EXECUTIVE VICE PRESIDENT | 是 | NA |
| ELDER, DOROTHY, OSCARLYN | 个人 | CO-CHIEF INVESTMENT OFFICER | 是 | NA |
| LERNER, KEITH, JOSEPH | 个人 | CO-CHIEF INVESTMENT OFFICER | 是 | NA |
| WEHINGER, LEAH, ROWE | 个人 | DIRECTOR, EXECUTIVE VICE PRESIDENT, HEAD OF INVESTMENT ADVICE AND SOLUTIONS | 是 | NA |
| WOOD, MONICA, RENEE | 个人 | TREASURER AND CFO | 是 | NA |
| DUNN, JEFFREY, TODD | 个人 | DIRECTOR, EXECUTIVE VICE PRESIDENT | 是 | NA |
| CALLENDER, EVELYN, MICHELLE | 个人 | TREASURER AND CHIEF FINANCIAL OFFICER | 是 | NA |
Schedule B · 执行高管（0 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| — | ||
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
