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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2021-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Boston | MA | 07/2010 | 07/2021 |
| Wells Fargo Advisors Llc | Boston | MA | 08/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 11/2016 | 07/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 08/2021 | Present |
| Truist Advisory Services,Inc. | Atlanta | GA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-28 |
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