Darin C. Mccandless

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CRD#: 4329964

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Darin Charles Mccandless was a registered financial professional .

Darin is a previously registered financial professional and started their career in finance in 2001. Darin had worked at 11 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 2, 2021 - January 28, 2022

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ATLANTA, GA

Past

February 17, 2021 - January 28, 2022

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

FORT LAUDERDALE, FL

Past

January 2, 2018 - March 2, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

August 8, 2016 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

FORT LAUDERDALE, FL

Past

August 3, 2016 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

FORT LAUDERDALE, FL

Past

June 4, 2010 - August 9, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

HOLLYWOOD, FL

Past

June 1, 2010 - August 9, 2016

LPL FINANCIAL LLC

CRD#: 6413

HOLLYWOOD, FL

Past

May 29, 2009 - October 29, 2009

YOUNG, STOVALL AND COMPANY

RIA

CRD#: 8121

AVENTURA, FL

Past

May 27, 2009 - October 29, 2009

YOUNG, STOVALL AND COMPANY

CRD#: 8121

AVENTURA, FL

Past

September 10, 2008 - November 18, 2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MIAMI, FL

Past

February 22, 2005 - June 30, 2008

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

SAINT LOUIS, MO

Past

February 3, 2005 - June 30, 2008

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT LOUIS, MO

Past

January 10, 2005 - January 26, 2005

VISION ASSET MANAGEMENT INC

RIA

CRD#: 110412

CUDAHY, WI

Past

January 10, 2005 - January 26, 2005

VISION INVESTMENT SERVICES, INC.

CRD#: 46609

ROSEMONT, IL

Past

July 18, 2002 - January 7, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WAUKESHA, WI

Past

February 16, 2001 - January 7, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/14/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 11/10/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/15/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/28/2007

General Securities Principal Examination

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Darin C. Mccandless

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

YOUNG, STOVALL AND COMPANY

YOUNG, STOVALL AND COMPANY

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

VISION ASSET MANAGEMENT INC

VISION INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/14/2001

SIE

Date: 10/1/2018

Series 31

Date: 11/10/2003

Series 7

Date: 2/15/2001

Series 24

Date: 7/28/2007

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

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