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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2016-09-09 |
Branch Locations
1 Town Center Rd Ste 200, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 01/2015 | Present |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | Present |
VICTORIA LINDSAY/SELF POSITION: Owner/Self NATURE: In response to the Global Pandemic and need to PPE. I have begun making hand sewn PPE masks for those family and friends that are elderly, work in Essential businesses, and have been donating both the time and materials but I now have too many requests to maintain it as a strictly on donation and volunteer. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 04/06/2020 ADDRESS: Lake Worth FL, United States DESCRIPTION: Sewing & delivering hand made goods. BELLE OF THE BALL EVENTS BY VICKIE POSITION: Owner/Self NATURE: Event Coordinating, Decorating for Events, Place Settings INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2023 ADDRESS: Lake Worth FL, United States DESCRIPTION: Event Coordinating, Decorating for Events, Place Settings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-18 |
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