Best Investors Account Sign in
Inactive

Rebecca Christine Epperly

Truist Advisory Services, Inc.

Bal Harbour, FL

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-07-15
FL RA APPROVED 2018-09-05
  • TX RA
    APPROVED
    Since 2019-07-15
  • FL RA
    APPROVED
    Since 2018-09-05

Branch Locations

9600 Collins Avenue 2Nd Floor, Bal Harbour, FL 33154 • 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
Ubs Financial Services Inc. Aventura FL 02/2013 08/2018
Suntrust Advisory Services,Inc. Atlanta GA 08/2018 Present
Suntrust Bank Jupiter FL 08/2018 Present
  • 02/2013 → 08/2018
    Ubs Financial Services Inc.
    Aventura, FL
  • 08/2018 → Present
    Suntrust Advisory Services,Inc.
    Atlanta, GA
  • 08/2018 → Present
    Suntrust Bank
    Jupiter, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-06
S63 Uniform Securities Agent State Law Examination 2000-11-24
  • S65 Uniform Investment Adviser Law Examination
    2017-10-06
  • S63 Uniform Securities Agent State Law Examination
    2000-11-24
Other Names
  • Becky Epperly
  • Rebecca C Epperly

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
SUGAR FREE CAPITAL MANAGEMENT COMPANY, LLC
BETTER WAY LLC
FLAGSTICK CAPITAL PARTNERS LLC
ACCELMED PARTNERS II MANAGEMENT, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

JOSE LAZARO MENDEZ
EDUARDO COHEN
ALEXANDER NAVARRO
LEE LEVY
MEI WON MOY
EDWARD JOSEPH COHEN
JOSE FINCHELTUB
ANIBAL ALVARADO

Other Offices

TRUIST ADVISORY SERVICES, INC. · BAL HARBOUR, FL
TRUIST ADVISORY SERVICES, INC. · BAL HARBOUR, FL
TRUIST ADVISORY SERVICES, INC. · BAL HARBOR, FL
J.P. MORGAN SECURITIES LLC · SURFSIDE, FL
CITIGROUP GLOBAL MARKETS INC. · Surfside, FL
SUGAR FREE CAPITAL MANAGEMENT COMPANY, LLC · BAL HARBOUR, FL
BETTER WAY LLC · BAL HARBOUR, FL
FLAGSTICK CAPITAL PARTNERS LLC · NORTH MIAMI, FL

More in Bal Harbour, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor