Patience R. Watson
Professional summary
Patience Rosebud Watson, who also goes by Patence R Chipamaunga, Patience Rosebud Chipamaunga, Patience R Watson, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia.
Patience is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Patience has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patience Rosebud Watson's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 23, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 303 Peachtree Street, Ne Fl 31, Atlanta, GA 30308September 20, 2016 - May 6, 2022
TRUIST ADVISORY SERVICES, INC.
May 26, 2016 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
March 10, 2015 - January 22, 2018
TRUIST INVESTMENT SERVICES, INC.
October 4, 2011 - December 2, 2014
E*TRADE SECURITIES 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.
Highlighted states indicate IAR registrations
(2/23/2023)
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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