DP
David B. Perkins
TRUIST ADVISORY SERVICES
OCALA, FL 34474
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CRD#: 2229199
DP
Professional summary
David Brendan Perkins SR., who also goes by David Brendan Perkins, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Ocala, Florida and TRUIST INVESTMENT SERVICES, INC. located in Ocala, Florida.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. David has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Brendan Perkins
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.
CRS (Client Relationship Summary) - RIA
Click below to view David Brendan Perkins SR.'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
January 23, 2026 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 4414 Sw College Road Ste 1450, Ocala, FL 34474RIA
CRD#: 283390
OCALA, FL
Current
January 16, 2026 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 4414 Sw College Rd Ste 1450, Ocala, FL 34474BD
CRD#: 17499
Ocala, FL
Past
June 11, 2007 - January 21, 2026
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
OCALA, FL
Past
May 31, 2007 - January 21, 2026
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
OCALA, FL
Past
November 5, 1992 - May 31, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
OCALA, FL
Past
October 29, 1992 - May 31, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
OCALA, FL
Past
April 20, 1992 - September 29, 1992
CHATFIELD DEAN & CO., INC.
BD
CRD#: 14714
GREENWOOD VILLAGE, CO
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(1/16/2026)
RR
Alaska(1/16/2026)
RR
Arizona(1/16/2026)
RR
Arkansas(1/16/2026)
RR
California(1/16/2026)
RR
Colorado(1/16/2026)
RR
Connecticut(1/16/2026)
RR
Delaware(1/16/2026)
RR
District of Columbia(1/16/2026)
RR
Florida(1/21/2026)
IAR
Florida(1/23/2026)
RR
Georgia(1/16/2026)
RR
Hawaii(1/16/2026)
RR
Idaho(1/16/2026)
RR
Illinois(1/16/2026)
RR
Indiana(1/23/2026)
RR
Kansas(1/16/2026)
RR
Kentucky(1/16/2026)
RR
Louisiana(1/16/2026)
RR
Maine(1/16/2026)
RR
Maryland(1/16/2026)
RR
Massachusetts(1/16/2026)
RR
Michigan(1/16/2026)
RR
Minnesota(1/16/2026)
RR
Mississippi(1/16/2026)
RR
Missouri(1/16/2026)
RR
Montana(1/16/2026)
RR
Nebraska(1/16/2026)
RR
Nevada(1/16/2026)
RR
New Hampshire(1/16/2026)
RR
New Jersey(1/16/2026)
RR
New Mexico(1/16/2026)
RR
New York(1/16/2026)
RR
North Carolina(1/16/2026)
RR
North Dakota(1/16/2026)
RR
Ohio(1/16/2026)
RR
Oklahoma(1/16/2026)
RR
Oregon(1/16/2026)
RR
Pennsylvania(1/16/2026)
RR
Puerto Rico(1/16/2026)
RR
Rhode Island(1/16/2026)
RR
South Carolina(1/16/2026)
RR
South Dakota(1/16/2026)
RR
Tennessee(1/16/2026)
RR
Texas(1/16/2026)
RR
Utah(1/16/2026)
RR
Vermont(1/16/2026)
RR
Virgin Islands(1/16/2026)
RR
Virginia(1/16/2026)
RR
Washington(1/16/2026)
RR
West Virginia(1/16/2026)
RR
Wisconsin(1/16/2026)
RR
Wyoming(1/16/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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.
