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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_RES 2021-10-04
VA RA APPROVED 2016-10-07
  • TX RA
    APPROVED_RES
    Since 2021-10-04
  • VA RA
    APPROVED
    Since 2016-10-07

Branch Locations

8200 Greensboro Dr Ste 100A, Mclean, VA 22102 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Sun Trust Investment Services Vienna VA 06/2016 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 06/2016 → Present
    Sun Trust Investment Services
    Vienna, VA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
  • 2009-02-20 → 2016-07-07
    Mclean, VA
    Alexandria, VA
    Mclean, VA
  • 2004-10-20 → 2009-02-27
    Banc Of America Investment Services, Inc.
    Alexandria, VA
    Alexandria, VA
  • 2002-08-27 → 2004-10-20
    Quick & Reilly, Inc.
    Mclean, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-10-12
S63 Uniform Securities Agent State Law Examination 2000-03-22
  • S65 Uniform Investment Adviser Law Examination
    2000-10-12
  • S63 Uniform Securities Agent State Law Examination
    2000-03-22

View on SEC IAPD

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