Tabitha M. Watson
Professional summary
Tabitha Marshall Watson, who also goes by Tabitha Kennedy, Tabitha Marshall, Tabitha Lynne Marshall Kennedy, Tabitha Watson, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Richmond, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Richmond, Virginia.
Tabitha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Tabitha has worked at 13 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7, Series 4, Series 10, Series 9 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tabitha Marshall Watson's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 25, 2022 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1001 Semmes Ave Fl 3, Richmond, VA 23224April 25, 2022 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1001 Semmes Ave Fl 1 3 & 4, Richmond, VA, 23224June 30, 2016 - April 22, 2022
STONEX ADVISORS INC.
June 12, 2015 - April 22, 2022
STONEX SECURITIES INC.
December 22, 2011 - June 30, 2016
INTL ADVISORY CONSULTANTS INC.
December 20, 2011 - June 12, 2015
STERNE, AGEE & LEACH, INC.
October 31, 2006 - December 15, 2011
ANDERSON & STRUDWICK, INCORPORATED
October 31, 2006 - December 15, 2011
ANDERSON & STRUDWICK, INCORPORATED
February 3, 2005 - June 7, 2006
TOWER SQUARE SECURITIES, INC.
February 2, 2005 - June 7, 2006
TOWER SQUARE SECURITIES, INC.
May 21, 2003 - February 3, 2005
GROVE POINT INVESTMENTS, LLC
May 1, 2003 - February 3, 2005
GROVE POINT INVESTMENTS, LLC
June 18, 2001 - September 30, 2002
A. G. EDWARDS & SONS, INC.
October 1, 2000 - May 10, 2001
WELLS FARGO CLEARING SERVICES, LLC
August 4, 1995 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
December 21, 1994 - April 26, 1995
THE ROBINSON-HUMPHREY COMPANY, LLC
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
(4/25/2022)
(4/25/2022)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
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 23224TRUST BUT VERIFY
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