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Naomi Tanabe

Truist Advisory Services, Inc.

Greenwich, CT

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-04-24
  • CT RA
    APPROVED
    Since 2026-04-24

Branch Locations

4 Greenwich Office Park, Greenwich, CT 06831 • 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
People'S Securities, Inc. Cos Cob CT 04/2000 04/2026
People'S United Advisors Cos Cob CT 06/2018 04/2026
Lpl Financial Llc Cos Cob CT 08/2022 04/2026
Lpl Financial Llc Cos Cob CT 08/2022 04/2026
Truist Investment Services, Inc Greenwich CT 04/2026 Present
Truist Advisory Services, Inc Greenwich CT 04/2026 Present
  • 04/2000 → 04/2026
    People'S Securities, Inc.
    Cos Cob, CT
  • 06/2018 → 04/2026
    People'S United Advisors
    Cos Cob, CT
  • 08/2022 → 04/2026
    Lpl Financial Llc
    Cos Cob, CT
  • 08/2022 → 04/2026
    Lpl Financial Llc
    Cos Cob, CT
  • 04/2026 → Present
    Truist Investment Services, Inc
    Greenwich, CT
  • 04/2026 → Present
    Truist Advisory Services, Inc
    Greenwich, CT
Previous Registrations
  • 2022-08-17 → 2026-05-11
    Lpl Financial Llc
    Cos Cob, CT
    Bridgeport, CT
    Riverside, CT
    Greenwich, CT
    New Canaan, CT
    Stamford, CT
    Cos Cob, CT
    Cos Cob, CT
  • 2018-06-01 → 2022-08-17
    People'S United Advisors, Inc.
    Cos Cob, CT
  • 2001-09-28 → 2020-03-31
    People'S Securities, Inc.
    Riverside, CT
    Stamford, CT
    Stamford, CT
    Stamford, CT
    Old Greenwich, CT
    Stamford, CT
    Cos Cob, CT
    Stamford, CT
    Greenwich, CT
    Greenwich, CT
    Mamaroneck, NY
    Bronxville, NY
    Thornwood, NY
    New Rochelle, NY
    New Rochelle, NY
    Port Chester, NY
    Bridgeport, CT
    Bridgeport, CT
    New Canaan, CT
    Port Chester, NY
    Bridgeport, CT
    Bridgeport, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-09-28
  • S66 Uniform Combined State Law Examination
    1999-09-28
Other Names
  • Naomi Bourque

View on SEC IAPD

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Other Offices

PARSIFAL CAPITAL MANAGEMENT, LP · GREENWICH, CT
MARCH ALTUS CAPITAL MANAGEMENT LP · GREENWICH, CT
BRX GLOBAL · GREENWICH, CT
MORGAN STANLEY · Greenwich, CT
MAIN STREET RESEARCH LLC · Greenwich, CT
ENDEAVOUR CAPITAL ADVISORS INC. · GREENWICH, CT
AXIOM ASSET ADVISORS, LLC · GREENWICH, CT
SEARLE & CO. · GREENWICH, CT

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