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Robert Christopher Tweeddale

Truist Advisory Services, Inc.

Stuart, FL

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-06
FL RA APPROVED 2025-06-02
  • TX RA
    APPROVED
    Since 2025-08-06
  • FL RA
    APPROVED
    Since 2025-06-02

Branch Locations

2400 Se Federal Hwy Suite 106, Stuart, FL 34994 • 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
Bank Of America, N.A. Stuart FL 08/2015 05/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart FL 08/2015 05/2025
Truist Investment Services, Inc Stuart FL 05/2025 Present
Truist Advisory Services, Inc Stuart FL 05/2025 Present
Previous Registrations
  • 2015-08-20 → 2025-05-27
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Stuart, FL
    Stuart, FL
    Palm City, FL
    Hobe Sound, FL
    Stuart, FL
    Stuart, FL
    Stuart, FL
  • 2014-02-24 → 2015-07-29
    Copperleafe Wealth Management, Llc
    Palm City, FL
    Okeechobee, FL
  • 2013-11-22 → 2015-07-28
    Cetera Investment Advisers Llc
    Palm City, FL
    Jupiter, FL
  • 2013-07-16 → 2013-10-31
    Securian Financial Services, Inc.
    Palm Beach Gardens, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-15
S63 Uniform Securities Agent State Law Examination 2007-02-27
  • S65 Uniform Investment Adviser Law Examination
    2013-06-15
  • S63 Uniform Securities Agent State Law Examination
    2007-02-27
Designations
Other Names
  • Robert C Tweeddale
  • Robert Christopher Tweeddale

View on SEC IAPD

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DAYMARK WEALTH PARTNERS, LLC
SPECTRA INVESTMENT MANAGEMENT, LLC
FOGEL CAPITAL MANAGEMENT INC
INTEGRITT WEALTH MANAGEMENT, LLC

Other Investors

ANTHONY JAMES LOSH
JACQUELINE ANN BISHOP BURKE
CHARLENE THERESA LANGFORD
DEBORAH L VINCENT
JEFFREY AARON ATLAS
TANYA CELESTE WANDOFF
NANCY JEAN GOETHEL
GERALD DANIEL SAELZER

Other Offices

DUNN CAPITAL MANAGEMENT · STUART, FL
RAYMOND JAMES & ASSOCIATES, INC. · STUART, FL
JANNEY MONTGOMERY SCOTT LLC · STUART, FL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · STUART, FL
DAYMARK WEALTH PARTNERS, LLC · STUART, FL
SPECTRA INVESTMENT MANAGEMENT, LLC · STUART, FL
FOGEL CAPITAL MANAGEMENT INC · STUART, FL
INTEGRITT WEALTH MANAGEMENT, LLC · STUART, FL

More in Stuart, FL

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