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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-03-27
LA RA APPROVED 2023-06-19
VA RA APPROVED 2016-09-27
  • SC RA
    APPROVED
    Since 2025-03-27
  • LA RA
    APPROVED
    Since 2023-06-19
  • VA RA
    APPROVED
    Since 2016-09-27

Branch Locations

919 E Main St Fl 5, Richmond, VA 23219 • 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 10/2012 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 10/2012 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
Other Businesses

)ESTATE PLANNING COUNCIL OF RICHMOND; NON INVESTMENT RELATED; 1021 EAST CARY STREET, RICHMOND, VA 23219; FOR PROFIT ORGANIZATION; BOARD MEMBER; START DATE: 10/01/2008; HOURS DEVOTED PER MONTH: 1; DURING TRADING HOURS: 0; ETSTATE PLANNING PROFESSIONALS MEET TO SHARE IDEAS AND EDUCATION.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-07
S63 Uniform Securities Agent State Law Examination 2001-03-31
  • S66 Uniform Combined State Law Examination
    2003-10-07
  • S63 Uniform Securities Agent State Law Examination
    2001-03-31

View on SEC IAPD

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