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George Wells Boss

Truist Advisory Services, Inc.

Charlotte, NC

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-10-17
NC RA APPROVED 2018-10-05
  • TX RA
    APPROVED
    Since 2019-10-17
  • NC RA
    APPROVED
    Since 2018-10-05

Branch Locations

3318 W Friendly Ave Fl 3, Charlotte, NC 27410 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 10/2009 10/2018
Bank Of America, N.A. Greensboro NC 11/2009 10/2018
Suntrust Investment Services, Inc Atlanta GA 10/2018 Present
Suntrust Advisory Services, Inc Atlanta GA 10/2018 Present
  • 10/2009 → 10/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Greensboro, NC
  • 11/2009 → 10/2018
    Bank Of America, N.A.
    Greensboro, NC
  • 10/2018 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 10/2018 → Present
    Suntrust Advisory Services, Inc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-30
S63 Uniform Securities Agent State Law Examination 1997-11-05
  • S65 Uniform Investment Adviser Law Examination
    1999-08-30
  • S63 Uniform Securities Agent State Law Examination
    1997-11-05
Other Names
  • George Wells Jr Boss

View on SEC IAPD

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