Ioannis Papadimitris
Professional summary
Ioannis Papadimitris, who also goes by John Papadimitris, Loannis Papadimitris, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Silver Spring, Maryland and TRUIST INVESTMENT SERVICES, INC. located in Laurel, Maryland.
Ioannis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Ioannis has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ioannis Papadimitris's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 12, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 3876 International Dr, Silver Spring, MD 20906January 12, 2023 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 14070 Baltimore Ave, Laurel, MD 20707Office #2: 3876 International Dr, Silver Spring, MD 20906Office #3: 5280 Corporate Drive, Frederick, MD 21703October 13, 2008 - January 12, 2023
WELLS FARGO CLEARING SERVICES, LLC
July 25, 2007 - January 12, 2023
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
(8/8/2023)
(1/12/2023)
(1/12/2023)
(6/6/2023)
(6/26/2024)
Exams
Series 6TO
Date: 1/12/2023
Investment Company Products/Variable Contracts 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
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.
