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LC

Louis Centore

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CRD#: 1408338
LC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Louis Centore was a registered financial professional .

Louis is a previously registered financial professional and started their career in finance in 1985. Louis had worked at 11 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 24, 2006 - March 12, 2007

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
HARRISONBURG, VA
Past

August 25, 2004 - November 29, 2004

NOBLETRADING.COM, INC.

BD
CRD#: 119024
NEW YORK, NY
Past

March 18, 2002 - June 19, 2002

DOMESTIC SECURITIES, INC.

BD
CRD#: 34721
MONTVALE, NJ
Past

July 5, 2001 - July 16, 2001

FIRST INSTITUTIONAL SECURITIES, L.L.C.

BD
CRD#: 23910
WEST PATERSON, NJ
Past

May 18, 1999 - February 23, 2000

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD
Past

July 11, 1998 - October 2, 1998

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

June 23, 1997 - December 2, 1997

KEY INVESTMENTS INC.

BD
CRD#: 15873
CLEVELAND, OH
Past

November 17, 1992 - December 18, 1995

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

October 12, 1990 - October 20, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

March 12, 1990 - September 27, 1990

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

November 19, 1985 - March 23, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/26/1997
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


TI
TRUIST INVESTMENT SERVICES, INC.
ALEXANDER KEY | TRUIST INVESTMENT SERVICES, INC. | SUNTRUST SECURITIES, INC. | SUNTRUST SECURITIES INC | SUNTRUST INVESTMENT SERVICES, INC. | SUNTRUST BROKERAGE SERVICES, INC.

CRD#: 17499 / SEC#: 801-56443, 8-35355

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
303 Peachtree Street Suntrust Garden Offices Suite 140, Atlanta, GA 30303
Mailing Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Phone number
(800) 874-4770
Established
Georgia since 11/27/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

STIS AND THIRD PARTY MANAGED PROGRAMS FIRM WRAP BROCHURE (10/12/2016)

Direct owners and executive officers


NamePositionCRD#
TRUIST FINANCIAL CORPORATIONHOLDING COMPANY
CALLENDER, EVELYN MICHELLETREASURER AND CHIEF FINANCIAL OFFICER7591739
CENTENO, PATRICIA REEDDEPUTY CHIEF COMPLIANCE OFFICER2239528
COBBS, JENI RACHELCOMPLIANCE OFFICER4354424
CRAM, BRYAN SCOTTVICE CHAIRMAN/EXECUTIVE VICE PRESIDENT2723431
DOWHOWER, BRIAN SEANCHAIRMAN/PRESIDENT/CHIEF EXECUTIVE OFFICER4202574
DUNN, JEFFREY TODDDIRECTOR/EXECUTIVE VICE PRESIDENT4228631
HECHTLINGER, SUSANDIRECTOR/CHIEF COMPLIANCE OFFICER/SENIOR VICE PRESIDENT2890466
MAVICO, CECILIA BAUTESENIOR VICE CHAIRMAN/CHIEF OPERATING OFFICER/CORPORATE SECRETARY3261303
NORMAN, ANNMARIE CARROLLCOMPLIANCE OFFICER2993726
TYSON, TONYACHIEF OPERATIONS OFFICER/SENIOR VICE PRESIDENT/ASSISTANT CORPORATE SECRETARY1987448
WEHINGER, LEAH ROWEDIRECTOR/EXECUTIVE VICE PRESIDENT1719505

Disclosures


Regulatory Event13
Arbitration14
Bond2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

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