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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-07-25
  • TN RA
    APPROVED
    Since 2023-07-25

Branch Locations

999 Shady Grove Rd S, Memphis, TN 38120 • 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
Truist Advisory Services Inc. Cordova TN 03/2023 Present
Truist Investment Services Inc Cordova TN 03/2023 Present
Truist Bank Memphis TN 05/2014 03/2023
  • 03/2023 → Present
    Cordova, TN
  • 03/2023 → Present
    Truist Investment Services Inc
    Cordova, TN
  • 05/2014 → 03/2023
    Truist Bank
    Memphis, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-17
S63 Uniform Securities Agent State Law Examination 2002-09-18
  • S66 Uniform Combined State Law Examination
    2023-07-17
  • S63 Uniform Securities Agent State Law Examination
    2002-09-18

View on SEC IAPD

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