Valbona K. Keja-dasilva
Professional summary
Valbona Keja Keja-dasilva was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Valbona is a previously registered financial professional and started their career in finance in 2002. Prior to being barred, Valbona had worked at 4 firms, which includes TRUIST ADVISORY SERVICES INC., TRUIST INVESTMENT SERVICES INC., CITIZENS SECURITIES INC., WELLS FARGO CLEARING SERVICES LLC.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 3, 2017 - December 15, 2017
TRUIST ADVISORY SERVICES, INC.
July 25, 2013 - December 15, 2017
TRUIST INVESTMENT SERVICES, INC.
March 11, 2013 - July 15, 2013
CITIZENS SECURITIES, INC.
September 10, 2002 - April 4, 2008
WELLS FARGO CLEARING SERVICES, 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
Exams
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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