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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-12 |
| LA | RA | APPROVED | 2021-09-14 |
| TX | RA | APPROVED_RES | 2017-03-13 |
| FL | RA | APPROVED | 2016-08-24 |
Branch Locations
220 W Garden St Ste 800, Pensacola, FL 32502 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Lakeland | FL | 12/2010 | Present |
| Truist Advisory Services, Inc. | Lakeland | FL | 08/2016 | Present |
OWNER, RESIDENTIAL RENTAL PROPERTY, 601 E BURGESS RD UNIT G-5, NEGLIGIBLE TIME/MONTH, NOT DURING SECURITIES HRS, START 10/25/2005.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-13 |
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