Best Investors Account Sign in
Claim This Profile
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-23
  • FL RA
    APPROVED
    Since 2025-04-23

Branch Locations

1303 S Babcock Street, Melbourne, FL 32901 • 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
Bb&T Bank Palm Beach FL 09/2015 01/2019
Bb&T Investment Services, Inc. Charlotte NC 09/2015 06/2021
Bb&T Securities, Llc Richmond VA 01/2018 06/2021
Bb&T Palm Beach Gardens FL 01/2019 06/2021
Truist Investment Services, Inc. West Palm Beach FL 02/2021 06/2021
Truist Advisory Services, Inc. Atlanta GA 02/2021 06/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter FL 06/2021 04/2025
Bank Of America, N.A. Jupiter FL 07/2021 04/2025
Truist Investment Services, Inc. Fort Lauderdale FL 04/2025 Present
Truist Advisory Services,Inc Fort Lauderdale FL 04/2025 Present
  • 09/2015 → 01/2019
    Bb&T Bank
    Palm Beach, FL
  • 09/2015 → 06/2021
    Bb&T Investment Services, Inc.
    Charlotte, NC
  • 01/2018 → 06/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → 06/2021
    Bb&T
    Palm Beach Gardens, FL
  • 02/2021 → 06/2021
    Truist Investment Services, Inc.
    West Palm Beach, FL
  • 02/2021 → 06/2021
    Atlanta, GA
  • 06/2021 → 04/2025
    Jupiter, FL
  • 07/2021 → 04/2025
    Bank Of America, N.A.
    Jupiter, FL
  • 04/2025 → Present
    Truist Investment Services, Inc.
    Fort Lauderdale, FL
  • 04/2025 → Present
    Truist Advisory Services,Inc
    Fort Lauderdale, FL
Previous Registrations
  • 2021-07-16 → 2025-04-14
    Jupiter, FL
    Jupiter, FL
  • 2021-02-17 → 2021-07-07
    Atlanta, GA
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Palm Beach Gardens, FL
    Charlotte, NC
    West Palm Beach, FL
    Richmond, VA
  • 2015-10-12 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Palm Beach, FL
    Palm Beach Gardens, FL
  • 2010-04-16 → 2015-10-07
    Charlotte, NC
    Charlottesville, VA
    Charlottesville, VA
    Charlotte, NC
    Roanoke, VA
    Williamsburg, VA
    Stuart, FL
    Merritt Island, FL
    Reston, VA
  • 2009-06-19 → 2010-04-09
    Harrisonburg, VA
    Harrisonburg, VA
    Harrisonburg, VA
    Bridgewater, VA
    Broadway, VA
    Charlottesville, VA
    Elkton, VA
    Staunton, VA
  • 2006-08-30 → 2009-01-29
    Banc Of America Investment Services, Inc.
    Harrisonburg, VA
    Rockville, MD
    Harrisonburg, VA
    Toms River, NJ
  • 2004-08-24 → 2006-08-16
    Ifmg Securities, Inc.
    Toms River, NJ
    Toms River, NJ
    Toms River, NJ
  • 2003-08-26 → 2004-08-12
    Essex National Securities, Llc
    Brooklyn, NY
  • 2002-09-16 → 2003-08-26
    Quick & Reilly, Inc.
    Point Pleasant, NJ
  • 2002-06-03 → 2002-12-12
    Morgan Stanley Dw Inc.
    Toms River, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-18
  • S66 Uniform Combined State Law Examination
    2001-08-18

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Melbourne, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor