Brooke Bacon West

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Periodicals / newsletters
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers

Truist Advisory Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2017-03-13
FL	RA	APPROVED	2016-08-16

TX RA
APPROVED

Since 2017-03-13
FL RA
APPROVED

Since 2016-08-16

Branch Locations

1 Town Center Rd Ste 200, Boca Raton, FL 33486 • 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

Organization	City	State	From	To
Truist Investment Services,Inc.	Boca Raton	FL	07/1999	Present
Truist Advisory Services,Inc.	Boca Raton	FL	08/2016	Present

07/1999 → Present

Truist Investment Services,Inc.

Boca Raton, FL
08/2016 → Present

Truist Advisory Services,Inc.

Boca Raton, FL

Other Businesses

BAYVIEW WAREHOUSE LLC POSITION: Managing Member of LLC NATURE: Bayview Warehouse LLC was established to own commercial real estate. The Warehouse is not rented out nor used for any business purpose, only personal storage. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/29/2025 ADDRESS: Fort Lauderdale FL, United States DESCRIPTION: Nothing beyond paying the expenses related to the property, such as real estate taxes, insurance, HOA fees and utilities.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-01-03
S63	Uniform Securities Agent State Law Examination	1999-10-13

S66 Uniform Combined State Law Examination

2003-01-03
S63 Uniform Securities Agent State Law Examination

1999-10-13

Designations

Certified Financial Planner

Other Names

Brooke Alison Bacon
Brooke Alison West

View on SEC IAPD