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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2016-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 06/2015 | Present |
| Suntrust Bank | Washington | DC | 06/2015 | Present |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | Present |
NAME OF BUSINESS: RENTAL PROPERTY (NON-INVESTMENT RELATED) LOCATION OF BUSINESS: GAINSVILLE, VA NATURE OF BUSINESS: RENTAL PROPERTY THROUGH A PROPERTY MANAGEMENT COMPANY TITLE & DESCRIPTION OF DUTIES OF BUSINESS: OWNER DATE ASSOCIATION BEGAN: 02/01/2013 TIME DEVOTED: 0-HOURS DEVOTED PER MONTH DURING BUSINESS HOURS/1-HOURS DEVOTED PER MONTH AFTER BUSINESS HOURS TN Rental Property POSITION: Owner NATURE: Rental property through a property management company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/30/2016 ADDRESS: Memphis TN DESCRIPTION: Owner - all responsibilities related to renting the property will be handled through a property management company. DARREN C WHITE POSITION: Self NATURE: Single family home on Geraldine Ave in Cleveland, OH. The property is managed by a property manager. I spend 5 minutes or less per month with this business activity. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/22/2021 ADDRESS: Cleveland OH, United States DESCRIPTION: This property was purchased to be a long-term rental to produce cash flow. It is managed by a property management company and everything pertaining to the property is handled by them.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-21 |
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