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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 09/2015 | 11/2025 |
| Truist Advisory Services, Inc | El Cajon | CA | 01/2026 | Present |
| Truist Investment Services, Inc. | El Cajon | CA | 01/2026 | Present |
CLAN RINCE IRISH DANCE FOUNDATION POSITION: Vice President NATURE: It is a parent group consisting of parents of the dancers enrolled in The Clan Rince School of Irish Dance. We are organized as a 501-c-3 organization and therefore have a board of directors which I am a member. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/26/2025 ADDRESS: San Diego CA, United States DESCRIPTION: Vice President on the board of directors. I help organize and vote on matters related to fundraisers and activities that help support the kids enrolled in the dance school.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-22 |
| S65 | Uniform Investment Adviser Law Examination | 2000-02-22 |
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