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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-07-17
  • VA RA
    APPROVED
    Since 2026-07-17

Branch Locations

2941 Chain Bridge Road, Oakton, VA 22124 • 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
Wells Fargo Clearing Services, Llc Falls Church VA 10/2024 07/2026
Wells Fargo Bank, Na Falls Church VA 08/2022 07/2026
Drc Multiservice Llc Arlington VA 04/2022 07/2022
Td Bank Na Falls Church VA 04/2009 03/2022
Truist Investment Services, Inc Oakton VA 07/2026 Present
Truist Advisory Services, Inc Oakton VA 07/2026 Present
  • 10/2024 → 07/2026
    Falls Church, VA
  • 08/2022 → 07/2026
    Wells Fargo Bank, Na
    Falls Church, VA
  • 04/2022 → 07/2022
    Drc Multiservice Llc
    Arlington, VA
  • 04/2009 → 03/2022
    Td Bank Na
    Falls Church, VA
  • 07/2026 → Present
    Truist Investment Services, Inc
    Oakton, VA
  • 07/2026 → Present
    Oakton, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-06
S63 Uniform Securities Agent State Law Examination 2025-01-14
  • S65 Uniform Investment Adviser Law Examination
    2025-02-06
  • S63 Uniform Securities Agent State Law Examination
    2025-01-14

View on SEC IAPD

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