DK
David P. Kirby
TRUIST ADVISORY SERVICES
CHARLESTON, WV 25301
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CRD#: 2465031
DK
Professional summary
David Philip Kirby is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Charleston, West Virginia and TRUIST INVESTMENT SERVICES, INC. located in Charleston, West Virginia.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. David has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 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.
CONCORD UNIVERSITY FOUNDATION, INC. POSITION: Member of the board of trustees. NATURE: Member of the board of trustees, which is an honorary position to serve in a non-voting, advisory capacity to the board of directors, which oversees the management of a $50 million endowment for Concord University. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2022 ADDRESS: Athens WV, United States DESCRIPTION: Attend 2 board of directors/trustees meetings per year. CARNEGIE HALL FOUNDATION, INC. POSITION: Secretary/Treasurer NATURE: Secretary/Treasurer of the board of directors of the foundation, which oversees an endowment for Carnegie Hall, a community arts program. Attend 4 meetings of the board per year. Attend various meetings of the executive committee during the year. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2015 ADDRESS: Lewisburg WV, United States DESCRIPTION: Carry out responsibilities assigned by the full board of directors which meets 4 times per year. All investments are managed by an outside investment advisor. BRIDGE CHURCH POSITION: Member of the Board of Trustees NATURE: Bridge Church operates as a Christian organization with 3 subsidiaries: the church, a k-12 school, and a camp. It's board of directors manages all three subsidiaries. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: Scott Depot WV, United States DESCRIPTION: Attend monthly meetings to address matters that come before the board.
CRS (Client Relationship Summary) - RIA
Click below to view David Philip Kirby'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
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 300 Summers St Fl 5, Charleston, WV 25301RIA
CRD#: 283390
CHARLESTON, WV
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 300 Summers St Ste 120, Charleston, WV 25301BD
CRD#: 17499
CHARLESTON, WV
Past
August 31, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
August 22, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
July 6, 2012 - September 5, 2018
J.J.B. HILLIARD, W.L. LYONS, LLC
RIA
CRD#: 453
CHARLESTON, WV
Past
June 22, 2012 - September 5, 2018
J.J.B. HILLIARD, W.L. LYONS, LLC
BD
CRD#: 453
CHARLESTON, WV
Past
September 22, 2004 - July 6, 2012
SCOTT & STRINGFELLOW, LLC
RIA
CRD#: 6255
CHARLESTON, WV
Past
September 17, 2004 - July 6, 2012
SCOTT & STRINGFELLOW, LLC
BD
CRD#: 6255
CHARLESTON, WV
Past
August 24, 2000 - October 4, 2004
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CHARLESTON, WV
Past
March 9, 2000 - October 4, 2004
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
May 4, 1999 - March 10, 2000
DAVENPORT & COMPANY LLC
BD
CRD#: 1588
RICHMOND, VA
Past
June 30, 1994 - March 26, 1999
FIRST UNION CAPITAL MARKETS CORP.
BD
CRD#: 6124
CHARLOTTE, NC
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(4/3/2024)
RR
Arizona(4/3/2024)
RR
California(2/17/2021)
RR
Colorado(4/3/2024)
RR
Delaware(4/5/2024)
RR
District of Columbia(11/10/2022)
RR
Florida(2/17/2021)
RR
Georgia(5/4/2023)
RR
Indiana(2/17/2021)
RR
Kentucky(2/17/2021)
RR
Maine(4/3/2024)
RR
Maryland(2/17/2021)
RR
Minnesota(4/3/2024)
RR
Missouri(4/3/2024)
RR
Nevada(4/3/2024)
RR
New Jersey(11/11/2021)
RR
New York(4/3/2024)
RR
North Carolina(2/17/2021)
RR
Ohio(2/17/2021)
RR
Oklahoma(4/3/2024)
RR
Pennsylvania(2/17/2021)
RR
South Carolina(2/17/2021)
RR
South Dakota(4/3/2024)
RR
Tennessee(2/17/2021)
RR
Texas(4/3/2024)
RR
Virginia(2/17/2021)
RR
West Virginia(2/17/2021)
IAR
West Virginia(2/17/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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#: 283390Charleston, WV 25301TRUST BUT VERIFY
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