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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_RES 2025-07-02
MD RA APPROVED 2016-08-18
  • TX RA
    APPROVED_RES
    Since 2025-07-02
  • MD RA
    APPROVED
    Since 2016-08-18

Branch Locations

9812 Falls Rd, Potomac, MD 20854 • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Truist Investment Services, Inc. Atlanta GA 01/2015 Present
Truist Advisory Services Atlanta GA 08/2016 Present
  • 01/2015 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 08/2016 → Present
    Truist Advisory Services
    Atlanta, GA
Previous Registrations
  • 2007-06-01 → 2015-01-12
    Washington, DC
    Alexandria, VA
    Washington, DC
    Bethesda, MD
    Arlington, VA
    Washington, DC
    Potomac, MD
    Arlington, VA
    Alexandria, VA
    Fairfax, VA
    Washington, DC
    Washington, DC
    Tysons, VA
    Rockville, MD
  • 2004-02-10 → 2007-02-28
    Truist Investment Services, Inc.
    Vienna, VA
    Washington, DC
    Washington, DC
  • 2002-02-22 → 2004-02-03
    Morgan Stanley Dw Inc.
    Chevy Chase, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-06-13
  • S66 Uniform Combined State Law Examination
    2001-06-13

View on SEC IAPD

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