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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

DONNA SUZANNE MCPHILLIPS

Advisor at TRUIST ADVISORY SERVICES, INC.

OCALA, FL

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Search this name across graphsid dfx:ria:f24e875e-8646-04fb-66a8-9b96c71ca7b5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 9, 2006 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: May 5, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 5, 2006
First registration: May 9, 2006
Dual registered: yes, broker-dealer
Other names: DONNA SUZANNE SCHUSTER|DONNA SUZANNE HUNTSMAN|DONNA MCPHILLIPS
IAPD individual key: 5030157

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	Sep 1, 2022	n/a	yes	OCALA, FL	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jan 28, 2016	Aug 23, 2022	no	OCALA, FL	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Apr 16, 2014	Dec 2, 2014	no	OCALA, FL	Previous registration
CETERA INVESTMENT SERVICES LLC	Former SEC adviser	Apr 15, 2013	Jan 29, 2014	no	OCALA, FL\|OCALA, FL\|ST CLOUD, MN	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Jun 12, 2008	Mar 31, 2012	no	OCALA, FL\|MEMPHIS, TN\|BIRMINGHAM, AL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 9, 2006	Apr 29, 2008	no	OCALA, FL\|JACKSONVILLE, FL\|JACKSONVILLE, FL	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
CETERA INVESTMENT ADVISERS LLC	TRUIST ADVISORY SERVICES, INC.	Aug 23, 2022	Sep 1, 2022	9	Firm change	Ibd to ibd
CETERA INVESTMENT SERVICES LLC	CETERA INVESTMENT ADVISERS LLC	Jan 29, 2014	Apr 16, 2014	77	Bulk transfer	Other
MORGAN KEEGAN & COMPANY, LLC	CETERA INVESTMENT SERVICES LLC	Mar 31, 2012	Apr 15, 2013	380	Firm change	Other
WELLS FARGO ADVISORS	MORGAN KEEGAN & COMPANY, LLC	Apr 29, 2008	Jun 12, 2008	44	Firm change	Other

Relationships

Registered with (5)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Sep 1, 2022 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jan 28, 2016 to Aug 23, 2022factForm ADV
→ CETERA INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Apr 15, 2013 to Jan 29, 2014factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Jun 12, 2008 to Mar 31, 2012factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 9, 2006 to Apr 29, 2008factForm ADV

Dated events

Occurred
Aug 23, 2022
Advisor changed firm
Donna Suzanne Mcphillips left Cetera Investment Advisers Llc for Truist Advisory Services, Inc. (registered 2022-09-01)
Form ADVobserved 4 days ago