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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2022-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | St. Petersburg | FL | 05/2016 | 10/2016 |
| Primerica Financial Services | Duluth | GA | 01/2017 | 09/2019 |
| Cetera Advisor Networks Llc | Atlanta | GA | 09/2019 | 02/2022 |
| Amazon.COm | Atlanta | GA | 07/2018 | 09/2019 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2022 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-10 |
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