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Donna M Brown

Truist Advisory Services, Inc.

Atlanta, GA

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-06-05
  • GA RA
    APPROVED
    Since 2018-06-05

Branch Locations

303 Peachtree St, Ne Fl 30, Atlanta, GA 30308 • 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
Lpl Financial Charlotte NC 08/2013 05/2018
Truist Investment Services, Inc. Atlanta GA 05/2018 Present
Truist Advisory Services, Inc. Atlanta GA 06/2018 Present
  • 08/2013 → 05/2018
    Lpl Financial
    Charlotte, NC
  • 05/2018 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 06/2018 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2013-08-29 → 2018-06-14
    Lpl Financial Llc
    Kennesaw, GA
    Fort Mill, SC
    Fort Mill, SC
    Kennesaw, GA
  • 2008-03-07 → 2013-09-12
    Fsc Securities Corporation
    Atlanta, GA
    Atlanta, GA
  • 2005-09-27 → 2006-02-22
    Chase Investment Services Corp.
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-01
S63 Uniform Securities Agent State Law Examination 2005-11-10
  • S66 Uniform Combined State Law Examination
    2008-03-01
  • S63 Uniform Securities Agent State Law Examination
    2005-11-10
Other Names
  • Donna Marie Brown

View on SEC IAPD

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JONATHAN CHRISTOPHER BRISTOW
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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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