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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)38 years in industry

Robert Arthur Needham

Advisor at TRUIST ADVISORY SERVICES, INC.

INDIAN LAND, SC

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Search this name across graphsid dfx:ria:9d722a77-2c7f-2c92-6c12-27a2065e4e35

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: May 15, 2001 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: Oct 30, 1987earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Oct 30, 1987
First registration: May 15, 2001
Dual registered: yes, broker-dealer
Other names: BOB NEEDHAM
IAPD individual key: 1512354

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	Feb 17, 2021	n/a	yes	INDIAN LAND, SC	Current employment
BB&T SECURITIES, LLC	Former SEC adviser	Nov 16, 2018	Feb 17, 2021	no	CHARLOTTE, NC\|CHARLOTTE, NC\|RICHMOND, VA	Previous registration
HORACE MANN INVESTORS, INC.	No RAUM reported	Jun 6, 2017	Apr 30, 2018	no	SPRINGFIELD, IL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 11, 2012	May 3, 2017	no	RICHMOND, VA\|GLEN ALLEN, VA\|GLEN ALLEN, VA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 21, 2008	May 24, 2012	no	RICHMOND, VA\|WEEHAWKEN, NJ\|RICHMOND, VA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jul 19, 2005	Feb 11, 2008	no	RICHMOND, VA\|NORFOLK, VA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	May 15, 2001	Sep 2, 2004	no	OAKLAND, CA	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.	Feb 17, 2021	Feb 17, 2021	0	Bulk transfer	Ibd to ibd
HORACE MANN INVESTORS, INC.	BB&T SECURITIES, LLC	Apr 30, 2018	Nov 16, 2018	200	Firm change	Other
WELLS FARGO ADVISORS	HORACE MANN INVESTORS, INC.	May 3, 2017	Jun 6, 2017	34	Firm change	Other
UBS FINANCIAL SERVICES INC.	WELLS FARGO ADVISORS	May 24, 2012	May 11, 2012	-13	Firm change	Wirehouse to wirehouse
BANC OF AMERICA INVESTMENT SERVICES, INC.	UBS FINANCIAL SERVICES INC.	Feb 11, 2008	Feb 21, 2008	10	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	BANC OF AMERICA INVESTMENT SERVICES, INC.	Sep 2, 2004	Jul 19, 2005	320	Firm change	Other

Relationships

Registered with (7)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Feb 17, 2021 to presentfactForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Nov 16, 2018 to Feb 17, 2021factForm ADV
→ HORACE MANN INVESTORS, INC.Registered adviserregistration: previous registration
Jun 6, 2017 to Apr 30, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 11, 2012 to May 3, 2017factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 21, 2008 to May 24, 2012factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 19, 2005 to Feb 11, 2008factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
May 15, 2001 to Sep 2, 2004factForm ADV

Dated events

No dated event names this entity yet.