Ramona Suzette Burris

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
NC	RA	APPROVED	2021-07-30

NC RA
APPROVED

Since 2021-07-30

Branch Locations

Charlotte, NC • 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
Bbtis	Charlotte	NC	02/2012	05/2019
Bb&T Securities, Llc	Charlotte	NC	01/2018	02/2021
Bb&T Investments	Charlotte	NC	05/2019	02/2021
Truist Investment Services, Inc.	Charlotte	NC	02/2021	Present
Truist Advisory Services, Inc.	Charlotte	NC	07/2021	Present

02/2012 → 05/2019

Bbtis

Charlotte, NC
01/2018 → 02/2021

Bb&T Securities, Llc

Charlotte, NC
05/2019 → 02/2021

Bb&T Investments

Charlotte, NC
02/2021 → Present

Truist Investment Services, Inc.

Charlotte, NC
07/2021 → Present

Truist Advisory Services, Inc.

Charlotte, NC

Other Businesses

RENTAL PROPERTY - HOUSE POSITION: HOME OWNER - LOAN NATURE: OWNER/SOLE PROPRIETOR INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 10/19/2012 ADDRESS: 5306 KIEV DRIVE, CHARLOTTE NC 28216 DESCRIPTION: I RECEIVE MORTGAGE PAYMENTS FROM TENANT THAT STAYS IN THE HOUSE.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-29
S63	Uniform Securities Agent State Law Examination	2008-02-19

S66 Uniform Combined State Law Examination

2021-07-29
S63 Uniform Securities Agent State Law Examination

2008-02-19

Other Names

Ramona S Burris

View on SEC IAPD