WD
Wayne J. Dedrick
TRUIST ADVISORY SERVICES
JACKSONVILLE, FL 32207
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CRD#: 1986473
WD
Professional summary
Wayne John Dedrick is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Jacksonville, Florida and TRUIST INVESTMENT SERVICES, INC. located in Jacksonville, Florida.
Wayne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Wayne has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
SAINT FRANCIS UNIVERSITY POSITION: Member of Board of Trustees NATURE: Saint Francis University is an academic institution that serves a student population of roughly 2,200. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: Loretto PA, United States DESCRIPTION: The Board of Trustees will help determine the guiding principles for the University. Areas of focus will be admissions, curriculum, student life, continuing to participate in sports at the division one level, potential capital investments. I will be a general member of the Board of Trustees.
CRS (Client Relationship Summary) - RIA
Click below to view Wayne John Dedrick's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 11, 2017 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1200 Riverplace Blvd Fl 5, Jacksonville, FL 32207RIA
CRD#: 283390
JACKSONVILLE, FL
Current
July 7, 2017 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1200 Riverplace Blvd Fl 5, Jacksonville, FL 32207BD
CRD#: 17499
Jacksonville, FL
Past
December 9, 2019 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
WYOMISSING, PA
Past
March 1, 2007 - June 2, 2017
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
HUNT VALLEY, MD
Past
March 16, 2005 - June 2, 2017
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
HUNT VALLEY, MD
Past
September 19, 1989 - March 16, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/20/2022)
RR
Alaska(1/20/2022)
RR
Arizona(1/20/2022)
RR
Arkansas(1/20/2022)
RR
California(1/20/2022)
RR
Colorado(1/20/2022)
RR
Connecticut(1/20/2022)
RR
Delaware(5/9/2018)
RR
District of Columbia(1/20/2022)
RR
Florida(1/20/2022)
IAR
Florida(9/20/2023)
RR
Georgia(1/20/2022)
RR
Hawaii(1/20/2022)
RR
Idaho(1/20/2022)
RR
Illinois(1/20/2022)
RR
Indiana(1/20/2022)
RR
Iowa(1/20/2022)
RR
Kansas(1/20/2022)
RR
Kentucky(1/20/2022)
RR
Louisiana(1/20/2022)
RR
Maine(1/20/2022)
RR
Maryland(7/7/2017)
IAR
Maryland(7/11/2017)
RR
Massachusetts(1/20/2022)
RR
Michigan(1/20/2022)
RR
Minnesota(1/20/2022)
RR
Mississippi(1/20/2022)
RR
Missouri(1/20/2022)
RR
Montana(1/20/2022)
RR
Nebraska(1/20/2022)
RR
Nevada(1/20/2022)
RR
New Hampshire(1/20/2022)
RR
New Jersey(5/9/2018)
RR
New Mexico(1/20/2022)
RR
New York(1/20/2022)
RR
North Carolina(1/20/2022)
RR
North Dakota(1/20/2022)
RR
Ohio(1/20/2022)
RR
Oklahoma(1/20/2022)
RR
Oregon(1/20/2022)
RR
Pennsylvania(5/9/2018)
RR
Puerto Rico(1/20/2022)
RR
Rhode Island(1/20/2022)
RR
South Carolina(1/20/2022)
RR
South Dakota(1/20/2022)
RR
Tennessee(1/20/2022)
RR
Texas(1/20/2022)
RR
Utah(1/20/2022)
RR
Vermont(1/20/2022)
RR
Virgin Islands(1/20/2022)
RR
Virginia(1/20/2022)
RR
Washington(1/20/2022)
RR
West Virginia(1/20/2022)
RR
Wisconsin(1/20/2022)
RR
Wyoming(1/20/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Jacksonville, FL 32207TRUST BUT VERIFY
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Contact information
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