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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2024-11-05
TX RA APPROVED 2019-06-06
FL RA APPROVED 2016-09-09
  • RI RA
    APPROVED
    Since 2024-11-05
  • TX RA
    APPROVED
    Since 2019-06-06
  • FL RA
    APPROVED
    Since 2016-09-09

Branch Locations

9945 Lake Worth Rd, Lake Worth, FL 33467 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Ft. Lauderdale FL 01/2006 Present
Suntrust Advisory Services Atlanta FL 09/2016 Present
  • 01/2006 → Present
    Suntrust Investment Services, Inc.
    Ft. Lauderdale, FL
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-09-30
S63 Uniform Securities Agent State Law Examination 1988-08-29
  • S65 Uniform Investment Adviser Law Examination
    2003-09-30
  • S63 Uniform Securities Agent State Law Examination
    1988-08-29
Designations

View on SEC IAPD

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