Dennis B. Davis

TRUIST ADVISORY SERVICES

ATLANTA, GA 30308

CRD#: 2342225

Some features on this profile are disabled

Professional summary

Dennis Bernard Davis, who also goes by Dennis Bernard Davis Jr, Dennis Davis Jr, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia.

Dennis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Dennis has worked at 16 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dennis Bernard Davis Jr | Dennis Davis Jr

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Bernard Davis's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 23, 2026 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 303 Peachtree Street 15th Floor, Atlanta, GA 30308

RIA

CRD#: 283390

ATLANTA, GA

Current

April 22, 2026 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 303 Peachtree St, Ne Fl 2 3, 29, 30, 31 & 33, Atlanta, GA, 30308

CRD#: 17499

ATLANTA, GA

Past

May 18, 2022 - May 27, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

HERMANTOWN, MN

Past

May 18, 2022 - May 27, 2026

LPL FINANCIAL LLC

CRD#: 6413

HERMANTOWN, MN

Past

June 25, 2015 - May 18, 2022

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

SHAKOPEE, MN

Past

January 25, 2008 - June 22, 2015

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

SHAKOPEE, MN

Past

January 7, 2008 - May 18, 2022

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

WAVERLY, IA

Past

April 17, 2006 - November 28, 2006

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

ATLANTA, GA

Past

January 12, 2006 - April 18, 2006

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

December 13, 2005 - January 9, 2006

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

January 12, 2000 - September 24, 2004

ENTERPRISE FUND DISTRIBUTORS, INC.

CRD#: 883

ATLANTA, GA

Past

May 20, 1998 - January 12, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

June 25, 1997 - May 19, 1998

COMPULIFE INVESTOR SERVICES, INC.

CRD#: 21543

ST. CLOUD, MN

Past

June 12, 1997 - May 19, 1998

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

March 13, 1996 - June 24, 1997

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

May 25, 1995 - August 16, 1995

BARRON CHASE SECURITIES, INC.

CRD#: 18969

BOCA RATON, FL

Past

March 24, 1995 - May 22, 1995

CHATFIELD DEAN & CO., INC.

CRD#: 14714

GREENWOOD VILLAGE, CO

Past

June 13, 1994 - November 21, 1994

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

June 13, 1994 - November 21, 1994

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

May 25, 1993 - July 2, 1993

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

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".

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.

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

Georgia
(4/22/2026)

IAR

Georgia
(4/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/18/2008

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/13/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/4/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/23/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/24/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/21/1997

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (12/1/2025)

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (12/1/2025)

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	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

Dena Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

IAR

GRAYSON, KY

Stephen Johnson

GREAT BAY WEALTH MANAGEMENT

IAR

Roswell, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Dennis B. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Bernard Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

NATIONWIDE INVESTMENT SERVICES CORPORATION

ENTERPRISE FUND DISTRIBUTORS, INC.

FIRST UNION BROKERAGE SERVICES, INC.

COMPULIFE INVESTOR SERVICES, INC.

IFG NETWORK SECURITIES, INC.

FSC SECURITIES CORPORATION

BARRON CHASE SECURITIES, INC.

CHATFIELD DEAN & CO., INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/18/2008

Series 65

Date: 7/13/1999

Series 63

Date: 6/4/1993

SIE

Date: 10/1/2018

Series 7

Date: 3/23/1995

Series 6

Date: 5/24/1993

Series 24

Date: 3/21/1997

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

Similar Advisors