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Ryan Shim

Truist Advisory Services, Inc.

Winter Park, FL

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-09-13
  • FL RA
    APPROVED
    Since 2016-09-13

Branch Locations

400 S Park Ave Ste 200, Winter Park, FL 32789 • 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
Suntrust Investment Services, Inc. Atlanta GA 07/2000 06/2018
Suntrust Advisory Services Atlanta GA 09/2016 Present
Suntrust Investment Services, Inc. Atlanta GA 06/2018 Present
Bb&T Securities, Llc Orlando FL 12/2019 Present
  • 07/2000 → 06/2018
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
  • 06/2018 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 12/2019 → Present
    Bb&T Securities, Llc
    Orlando, FL
Previous Registrations
  • 2019-12-10 → 2021-02-17
    Bb&T Securities, Llc
    Orlando, FL
    Richmond, VA
    Orlando, FL
    Orlando, FL
    Eustis, FL
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-27
S63 Uniform Securities Agent State Law Examination 1996-09-27
  • S66 Uniform Combined State Law Examination
    2005-05-27
  • S63 Uniform Securities Agent State Law Examination
    1996-09-27
Other Names
  • Ryan Shim
  • Ryan Dale Shim

View on SEC IAPD

Other Firms

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LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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