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Tonya Tyson

TRUIST INVESTMENT SERVICES
RICHMOND, VA
·CRD# 1987448·16 years experience

Professional Summary

Tonya Tyson, who also goes by Tonya Melissa Belfield, Tonya Belfield Tyson, is a registered financial advisor currently at TRUIST INVESTMENT SERVICES, INC. located in Richmond, Virginia. Tonya is registered as a RR (Registered Representative) and started their career in finance in 2010. Tonya has worked at 2 firms and has passed the Series 99TO, SIE, Series 7, Series 24 and Series 27 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tonya Melissa Belfield, Tonya Belfield Tyson

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

16 years in the financial services industry

Current & Past Employments

TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
1001 Semmes Ave Fl 3, Richmond, VA 23224
December 11, 2019 - Present
BB&T SECURITIES, LLC·CRD# 142785
BD
Richmond, VA
February 18, 2021 - June 30, 2021
BB&T SECURITIES, LLC·CRD# 142785
BD
Richmond, VA
October 13, 2010 - February 17, 2021

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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)

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

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

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 REEDDIRECTOR, CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT2239528
CRAM, BRYAN SCOTTPRESIDENT, CHIEF EXECUTIVE OFFICER, VICE CHAIRMAN2723431
DOWHOWER, BRIAN SEANCHAIRMAN4202574
DUNN, JEFFREY TODDDIRECTOR/EXECUTIVE VICE PRESIDENT4228631
MAVICO, CECILIA BAUTESENIOR VICE CHAIRMAN/CHIEF OPERATING OFFICER/CORPORATE SECRETARY3261303
STEARSMAN, SCOTT KENTDIRECTOR4067766
TYSON, TONYADIRECTOR/CHIEF OPERATIONS OFFICER/SENIOR VICE PRESIDENT/ASSISTANT CORPORATE SECRETARY1987448
WEHINGER, LEAH ROWEDIRECTOR/EXECUTIVE VICE PRESIDENT1719505

Disclosures

Regulatory Event

14

Arbitration

15

Bond

2

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2010About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Sep 2025About the Series 24 exam

Series 27 — Financial and Operations Principal Examination

Passed Sep 2018About the Series 27 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Tonya Tyson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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