# VICKI UNDERWOOD BERTHOLOMEY

VICKI UNDERWOOD BERTHOLOMEY is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with TRUIST ADVISORY SERVICES, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2021-02-17 | present | Yes |
| [BB&T SECURITIES, LLC](https://search.stillhousedata.com/firm/142785) | 2018-05-08 | 2021-02-17 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2003-02-03 | 2018-06-06 | — |
| [A. G. EDWARDS & SONS, INC.](https://search.stillhousedata.com/firm/4) | 2002-03-26 | 2003-01-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4418591)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4418591.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.