Lorenzo Daniel Huff

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:

Current Employers

Truist Advisory Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2016-09-19

VA RA
APPROVED

Since 2016-09-19

Branch Locations

Chester, VA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Suntrust Investment Services, Inc.	Atlanta	GA	07/2007	Present
Suntrust Bank	Richmond	VA	04/2007	Present
Suntrust Advisory Services	Atlanta	GA	08/2016	Present

07/2007 → Present

Suntrust Investment Services, Inc.

Atlanta, GA
04/2007 → Present

Suntrust Bank

Richmond, VA
08/2016 → Present

Suntrust Advisory Services

Atlanta, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-07-19
S63	Uniform Securities Agent State Law Examination	2007-11-14

S65 Uniform Investment Adviser Law Examination

2013-07-19
S63 Uniform Securities Agent State Law Examination

2007-11-14

Other Names

Lorenzo D Huff

View on SEC IAPD