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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 2026-05-01
SC RA APPROVED 2021-02-17
  • TX RA
    APPROVED_RES
    Since 2026-05-01
  • SC RA
    APPROVED
    Since 2021-02-17

Branch Locations

3841 Pelham Road, Greenville, SC 29615 • 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
Bb&T Investments Greenville SC 11/2006 01/2018
Bb&T Securities, Llc Greenville SC 01/2018 02/2021
Truist Investment Services, Inc. Greenville SC 02/2021 Present
Truist Advisory Services, Inc. Greenville SC 02/2021 Present
  • 11/2006 → 01/2018
    Bb&T Investments
    Greenville, SC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Greenville, SC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Greenville, SC
  • 02/2021 → Present
    Greenville, SC
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Greenville, SC
    Boiling Springs, SC
    Spartanburg, SC
    Charlotte, NC
    Inman, SC
    Greenville, SC
    Richmond, VA
  • 2007-06-04 → 2018-01-02
    Bb&T Investment Services, Inc.
    Greer, SC
    Greenville, SC
    Spartanburg, SC
    Spartanburg, SC
    Inman, SC
    Charlotte, NC
    Boiling Springs, SC
    Spartanburg, SC
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-02
  • S66 Uniform Combined State Law Examination
    2007-06-02

View on SEC IAPD

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