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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 05/2009 | 07/2020 |
| Bank Of America,N.A. | Dallas | TX | 06/2011 | 07/2020 |
| Bb&T Securities | Dallas | TX | 07/2020 | 02/2021 |
| Truist Investment Services, Inc. | Dallas | TX | 02/2021 | Present |
| Truist Advisory Services, Inc. | Dallas | TX | 02/2021 | Present |
TIN ENERGY LLC POSITION: Owner NATURE: Oil and Gas working, royalty interest occasional funding to associated businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2007 ADDRESS: Amherst Ave, Dallas TX 75225 DESCRIPTION: Voting interest in wells and making decisions related to funding future projects. OAKWOOD EXPLORATION AND DEVELOPMENT POSITION: Owner NATURE: Holds 3D licenses pertinent to oil and gas exploration. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2007 ADDRESS: Amherst Ave, Dallas TX 75225 WHITE CR 110, LLC POSITION: Member NATURE: Purchasing ranch land for recreation; may in the future use it for agriculture cultivation or cattle grazing. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/30/2026 ADDRESS: Dallas TX, United States DESCRIPTION: Keep up fences.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-17 |
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