Christopher Michael Ponds

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → Present
  Truist Investment Services, Inc.
  Eustis, FL
• 09/2016 → Present
  Truist Advisory Services, Inc.
  Eustis, FL

Previous Registrations

• 2009-10-23 → 2010-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leesburg, FL
  The Villages, FL
  Orlando, FL
• 2006-08-25 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Leesburg, FL
• 2000-12-22 → 2006-08-28
  Morgan Stanley Dw Inc.
  Port Richey, FL
  Port Richey, FL
  Weeki Wachee, FL

Other Businesses

TIMBERWOOD PROPERTIES; NOT INVESTMENT RELATED; 142 PARK CENTER STREET LEESBURG, FL 34748; CONSTRUCTION & CABINET INSTALLATION. BUILD SPEC HOUSES & INSTALL CABINETS; SECRETARY & TREASURER; JUN 2003; 20 HOURS PER MONTH, 10 DURING SECURITIES TRADING HOURS; SECRETARY TREASURER FOR CONSTRUCTION & CABINET INSTALLATION CO.

Exams

• S66 Uniform Combined State Law Examination
  2001-01-12

Designations

• Certified Financial Planner