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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-05-02
MD RA APPROVED 2016-09-09
  • TX RA
    APPROVED_RES
    Since 2024-05-02
  • MD RA
    APPROVED
    Since 2016-09-09

Branch Locations

124 Shawan Rd, Hunt Valley, MD 21030 • 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 Atlanta GA 04/2011 11/2019
Truist Advisory Services Atlanta GA 09/2016 02/2021
Truist Investment Services, Inc Atlanta GA 11/2019 02/2021
Truist Investment Services, Inc. Hunt Valley MD 02/2021 Present
Truist Advisory Services, Inc. Hunt Valley MD 02/2021 Present
  • 04/2011 → 11/2019
    Suntrust Investment Services,Inc
    Atlanta, GA
  • 09/2016 → 02/2021
    Truist Advisory Services
    Atlanta, GA
  • 11/2019 → 02/2021
    Truist Investment Services, Inc
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Hunt Valley, MD
  • 02/2021 → Present
    Hunt Valley, MD
Previous Registrations
  • 2008-06-16 → 2011-04-25
    Sparks, MD
    Forest Hill, MD
    Cockeysville, MD
    Timonium, MD
    Hunt Valley, MD
    Cockeysville, MD
    Jarrettsville, MD
    Whiteford, MD
    Darlington, MD
    Elkton, MD
    Elkton, MD
    Baltimore, MD
    Baltimore, MD
  • 2005-06-28 → 2008-05-27
    Truist Investment Services, Inc.
    Catonsville, MD
    Reisterstown, MD
    Hunt Valley, MD
    Cockeysville, MD
    Phoenix, MD
    Ellicott City, MD
    Baltimore, MD
    Baltimore, MD
    Ellicott City, MD
    Baltimore, MD
    Baltimore, MD
    Ellicott City, MD
    Towson, MD
    Parkville, MD
    Towson, MD
    Baltimore, MD
    Pikesville, MD
    Pikesville, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-22
S63 Uniform Securities Agent State Law Examination 2001-05-04
  • S66 Uniform Combined State Law Examination
    2005-06-22
  • S63 Uniform Securities Agent State Law Examination
    2001-05-04
Other Names
  • Skip Davis

View on SEC IAPD

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