John P. Devine
Professional summary
John Patrick Devine, who also goes by John P Devine, John Patrick Devine Jr, John Patrick Jr Devine, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Mclean, Virginia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. John has worked at 8 firms and has passed the Series 65, Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Patrick Devine's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 9, 2022 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 8200 Greensboro Drive, Mclean, VA 22102May 8, 2021 - July 21, 2021
WELLS FARGO CLEARING SERVICES, LLC
September 6, 2013 - January 8, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 24, 2013 - January 8, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 15, 1992 - January 14, 1995
BOWLES HOLLOWELL CONNER & CO.
March 16, 1989 - December 24, 1991
UBS FINANCIAL SERVICES INC.
October 3, 1988 - March 20, 1989
DOMINICK & DICKERMAN LLC
February 17, 1988 - October 4, 1988
DOMIK CORP.
July 22, 1987 - February 24, 1988
BLINDER, ROBINSON & CO., INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/5/2022)
Exams
Series 7TO
Date: 5/8/2021
General Securities Representative ExaminationCurrent Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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