Patricia R. Centeno
Professional summary
Patricia Reed Centeno, who also goes by Patricia R. Centeno, Tricia R Centeno, Patricia E Reed, Patricia Eleanor Reed, Tricia Reed, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Richmond, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Richmond, Virginia.
Patricia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Patricia has worked at 9 firms and has passed the Series 65, Series 63, Series 52TO, Series 57TO, SIE, Series 31, Series 7, Series 6, Series 9, Series 10, Series 53, Series 24, Series 4, Series 14 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patricia Reed Centeno's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 9, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 919 E Main St Fl 8, Richmond, VA 23219April 26, 2023 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 919 E Main St Fl 7 & 8, Richmond, VA 23219June 9, 2009 - November 16, 2016
FIRST CLEARING, LLC
October 7, 2004 - March 17, 2008
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
April 14, 2004 - March 27, 2023
WELLS FARGO CLEARING SERVICES, LLC
April 13, 2004 - March 27, 2023
WELLS FARGO CLEARING SERVICES, LLC
November 7, 2001 - December 10, 2002
FERRIS, BAKER WATTS, LLC
January 29, 2001 - August 18, 2003
MID ATLANTIC INVESTOR SERVICES, INC.
December 1, 1994 - April 2, 2004
FERRIS, BAKER WATTS, LLC
April 26, 1993 - April 18, 1994
MARKETING ONE SECURITIES, INC.
June 1, 1992 - May 10, 1993
WOODBURY FINANCIAL SERVICES, 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.
Visual representation of state registrations
(4/26/2023)
(4/26/2023)
(5/9/2023)
(11/10/2023)
(11/10/2023)
Exams
Series 52TO
Date: 4/26/2023
Municipal Securities Representative ExaminationSeries 57TO
Date: 1/2/2023
Securities Trader ExamSeries 8
Date: 10/24/1996
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current 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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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Richmond, VA 23219TRUST BUT VERIFY
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