Gloria Dearcangelis is a registered investment advisor, based in Charlotte, NC, with 8 years of industry experience.
Location
214 N Tryon St, Fl 32, Charlotte, NC, 28202
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gloria owns rental property since 2020 and has no specific duties related to it. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
January 2021 - February 2021 · 1 mo
Bb&t Securities, LLCBroker
January 2021 - February 2021 · 1 mo
Wells Fargo Clearing Services, LLC
February 2019 - February 2021 · 2 yrs
Wells Fargo Clearing Services, LLCBroker
February 2019 - February 2021 · 2 yrs
Ameriprise Financial Services, INC.
August 2018 - January 2019 · 5 mos
Ameriprise Financial Services, INC.Broker
August 2018 - January 2019 · 5 mos
Wells Fargo Clearing Services, LLC
July 2017 - August 2018 · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
June 2017 - August 2018 · 1 yr 2 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.