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TB

Todd W. Bleakney

TRUIST SECURITIES
CHARLOTTE, NC 28202
Some features on this profile are disabled
CRD#: 2560193
TB

Professional summary

Todd William Bleakney is a registered financial professional currently at TRUIST SECURITIES, INC. located in Charlotte, North Carolina.

Todd is registered as a RR (Registered Representative) and started their career in finance in 1994. Todd has worked at 11 firms and has passed the Series 65, Series 63, Series 79TO, Series 57TO, Series 99TO, Series 52TO, SIE, Series 7, Series 24 and Series 53 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Todd William Bleakney'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®
None

Experience

Current

May 4, 2022 - Present

TRUIST SECURITIES, INC.

Office #1: 214 N Tryon St Fl 14 15, 19, Charlotte, NC, 28202
BD
CRD#: 6271
CHARLOTTE, NC
Past

September 22, 2020 - May 20, 2022

HILLTOP SECURITIES INC.

BD
CRD#: 6220
CHARLOTTE, NC
Past

March 28, 2012 - May 27, 2015

WELLS FARGO INSTITUTIONAL SECURITIES, LLC

BD
CRD#: 5958
CHARLOTTE, NC
Past

October 30, 2009 - November 6, 2009

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100
CHARLOTTE, NC
Past

October 30, 2009 - July 20, 2010

WELLS FARGO INSTITUTIONAL SECURITIES, LLC

BD
CRD#: 5958
CHARLOTTE, NC
Past

May 12, 2009 - March 26, 2020

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
CHARLOTTE, NC
Past

July 31, 2002 - December 31, 2005

BANC OF AMERICA SECURITIES LLC

RIA
CRD#: 26091
CHARLOTTE, NC
Past

July 31, 2002 - April 22, 2009

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
CHARLOTTE, NC
Past

May 2, 2001 - December 3, 2001

EBONDTRADE

BD
CRD#: 47396
WALNUT CREEK, CA
Past

August 15, 2000 - April 19, 2001

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

November 27, 1996 - September 6, 2000

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

May 14, 1996 - September 5, 1996

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
DALLAS, TX
Past

November 25, 1994 - June 12, 1995

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(5/4/2022)
RR
Alaska
(5/4/2022)
RR
Arizona
(5/4/2022)
RR
Arkansas
(5/4/2022)
RR
California
(5/4/2022)
RR
Colorado
(5/4/2022)
RR
Connecticut
(5/4/2022)
RR
Delaware
(5/4/2022)
RR
District of Columbia
(5/4/2022)
RR
Florida
(5/4/2022)
RR
Georgia
(5/4/2022)
RR
Hawaii
(5/4/2022)
RR
Idaho
(5/4/2022)
RR
Illinois
(5/4/2022)
RR
Indiana
(5/4/2022)
RR
Iowa
(5/4/2022)
RR
Kansas
(5/4/2022)
RR
Kentucky
(5/4/2022)
RR
Louisiana
(5/4/2022)
RR
Maine
(5/4/2022)
RR
Maryland
(5/4/2022)
RR
Massachusetts
(5/4/2022)
RR
Michigan
(5/4/2022)
RR
Minnesota
(5/4/2022)
RR
Mississippi
(5/4/2022)
RR
Missouri
(5/4/2022)
RR
Montana
(5/4/2022)
RR
Nebraska
(5/4/2022)
RR
Nevada
(5/4/2022)
RR
New Hampshire
(5/4/2022)
RR
New Jersey
(5/4/2022)
RR
New Mexico
(5/4/2022)
RR
New York
(5/4/2022)
RR
North Carolina
(5/4/2022)
RR
North Dakota
(5/4/2022)
RR
Ohio
(5/4/2022)
RR
Oklahoma
(5/4/2022)
RR
Oregon
(5/4/2022)
RR
Pennsylvania
(5/4/2022)
RR
Puerto Rico
(5/4/2022)
RR
Rhode Island
(5/4/2022)
RR
South Carolina
(5/4/2022)
RR
South Dakota
(5/4/2022)
RR
Tennessee
(5/4/2022)
RR
Texas
(5/4/2022)
RR
Utah
(5/4/2022)
RR
Vermont
(5/4/2022)
RR
Virginia
(5/4/2022)
RR
Washington
(5/4/2022)
RR
West Virginia
(5/4/2022)
RR
Wisconsin
(5/4/2022)
RR
Wyoming
(5/4/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/22/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/28/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/23/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/13/2006
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 7/6/2005
Municipal Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

TS
TRUIST SECURITIES, INC.
ALEXANDER KEY INVESTMENTS | TRUIST SECURITIES, INC. | SUNTRUST ROBINSON HUMPHREY, INC. | SUNTRUST ROBINSON HUMPHREY | SUNTRUST EQUITABLE SECURITIES CORPORATION | SUNTRUST EQUITABLE SECURITIES | SUNTRUST CAPITAL MARKETS, INC. | SUNTRUST CAPITAL MANAGEMENT, INC. | EQUITABLE SECURITIES CORPORATION

CRD#: 6271 / SEC#: , 8-17212

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
740 Battery Ave, Atlanta, GA 30339
Mailing Address
740 Battery Ave, Atlanta, GA 30339
Phone number
(404) 926-5600
Established
Tennessee since 07/01/1972
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
TRUIST FINANCIAL CORPORATIONPARENT COMPANY
COLEMAN, SHELLEY BRENNANAML OFFICER3163295
FARRELL, KATHLEEN ANNEBOARD MEMBER4038178
HACKETT, THOMAS PATRICKCHAIRMAN OF THE BOARD & CHIEF EXECUTIVE OFFICER2878035
HUFFSTETLER, MARKBOARD MEMBER AND CHIEF CREDIT OFFICER2830214
HUMPHREYS, ADAMSECRETARY AND CHIEF LEGAL OFFICER7866934
JESSANI, KERRYBOARD MEMBER5048754
MILLIGAN, JOHNPRINCIPAL OPERATIONS OFFICER3206391
MORRIS, DONALD ROSS JRCHIEF FINANCIAL OFFICER3231801
PAPPAS, ALBERT GEORGECHIEF COMPLIANCE OFFICER1875535

Disclosures

Regulatory Event22
Arbitration1

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.

Company Information

TRUIST SECURITIES, INC.

CRD#: 6271Charlotte, NC 28202

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