Sherry Kathleen Boulay

Current Employers

Truist Advisory Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2016-09-01

GA RA
APPROVED

Since 2016-09-01

Branch Locations

740 Battery Ave, Se Ste 8500, Atlanta, GA 30339 • 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

Organization	City	State	From	To
Truist Bank	Atlanta	GA	07/2009	Present
Truist Investment Services,Inc.	Atlanta	GA	07/2009	Present
Truist Advisory Services, Inc.	Atlanta	GA	08/2016	Present

07/2009 → Present

Truist Bank

Atlanta, GA
07/2009 → Present

Truist Investment Services,Inc.

Atlanta, GA
08/2016 → Present

Truist Advisory Services, Inc.

Atlanta, GA

Other Businesses

FAMILIES FIRST, INC. POSITION: Board of Director NATURE: Families First is non-profit organization whose functions are to impact youth and families by providing counseling services, health and wellness education for pregnant teens, early childhood education, life skills for youth in foster care, parenting classes, supportive housing, adoption facilitation and placement within Georgia. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/15/2024 ADDRESS: Atlanta GA, United States DESCRIPTION: Oversee the management team and strategic plan to meet the non-profit's purpose and goals.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-05-11
S63	Uniform Securities Agent State Law Examination	2002-03-02

S66 Uniform Combined State Law Examination

2006-05-11
S63 Uniform Securities Agent State Law Examination

2002-03-02

Designations

Other Names

Sherry Kathleen Little

View on SEC IAPD