DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

WARREN GEARY METZGER

Advisor at TRUIST ADVISORY SERVICES, INC.

YORK, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e8f875d-5568-db7e-d9d6-cfc1e0ef4628

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 20, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRUIST ADVISORY SERVICES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 4, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Sep 4, 1997
First registration: May 20, 2009
Dual registered: yes, broker-dealer
Other names: WARREN G METZGER|WARREN G METZGER|WARREN GEARY METZGER
IAPD individual key: 2898680

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Mar 2, 2021	n/a	yes	YORK, PA	Current employment
BB&T SECURITIES, LLC	Former SEC adviser	Jan 2, 2018	Mar 2, 2021	no	CAMP HILL, PA\|CARLISLE, PA\|HARRISBURG, PA\|MARIETTA, PA\|YORK, PA\|ELIZABETHTOWN, PA\|MANCHESTER, PA\|EAST PROSPECT, PA\|RED LION, PA\|CHARLOTTE, NC\|ALLENTOWN, PA\|YORK, PA\|RICHMOND, VA\|MOUNT JOY, PA\|ROCKVILLE, MD	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Nov 4, 2015	Jan 2, 2018	no	CHARLOTTE, NC\|ALLENTOWN, PA\|YORK, PA\|MARIETTA, PA\|YORK, PA\|ELIZABETHTOWN, PA\|MANCHESTER, PA\|EAST PROSPECT, PA\|RED LION, PA	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jan 21, 2014	Nov 3, 2015	no	YORK, PA	Previous registration
CETERA INVESTMENT SERVICES LLC	Former SEC adviser	Jan 27, 2010	Jan 21, 2014	no	YORK, PA\|HANOVER, PA\|HANOVER, PA	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	May 20, 2009	Jan 21, 2010	no	CAMP HILL, PA\|YORK, PA\|YORK, PA\|YORK, PA\|YORK, PA\|WELLSVILLE, PA\|YORK, PA\|RED LION, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BB&T SECURITIES, LLC	TRUIST ADVISORY SERVICES, INC.	Mar 2, 2021	Mar 2, 2021	0	Bulk transfer	Ibd to ibd
BB&T INVESTMENT SERVICES, INC.	BB&T SECURITIES, LLC	Jan 2, 2018	Jan 2, 2018	0	Bulk transfer	Other
CETERA INVESTMENT ADVISERS LLC	BB&T INVESTMENT SERVICES, INC.	Nov 3, 2015	Nov 4, 2015	1	Firm change	Other
CETERA INVESTMENT SERVICES LLC	CETERA INVESTMENT ADVISERS LLC	Jan 21, 2014	Jan 21, 2014	0	Bulk transfer	Other
PNC WEALTH MANAGEMENT	CETERA INVESTMENT SERVICES LLC	Jan 21, 2010	Jan 27, 2010	6	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
105644:33856:PA:2015-11-03	Nov 3, 2015	Nov 4, 2015	YORK, PA	Firm change

Relationships

Registered with (6)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Mar 2, 2021 to presentfactForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 2, 2018 to Mar 2, 2021factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Nov 4, 2015 to Jan 2, 2018factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jan 21, 2014 to Nov 3, 2015factForm ADV
→ CETERA INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Jan 27, 2010 to Jan 21, 2014factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 20, 2009 to Jan 21, 2010factForm ADV

Dated events

No dated event names this entity yet.