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Robert Kevin Klare

Truist Advisory Services, Inc.

Sarasota, FL

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-11-16
  • FL RA
    APPROVED
    Since 2016-11-16

Branch Locations

1777 Main Street 7Th Floor, Sarasota, FL 34236 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Bank Tampa FL 10/2017 Present
Suntrust Advisory Services, Inc. Atlanta GA 09/2016 10/2017
Suntrust Advisory Services, Inc. Atlanta GA 10/2017 Present
Suntrust Bank Tampa FL 08/2016 10/2017
  • 10/2017 → Present
    Suntrust Bank
    Tampa, FL
  • 09/2016 → 10/2017
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 10/2017 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 08/2016 → 10/2017
    Suntrust Bank
    Tampa, FL
Previous Registrations
  • 2014-01-17 → 2014-05-12
    Waddell & Reed
    Charleroi, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-15
S63 Uniform Securities Agent State Law Examination 2002-08-23
  • S66 Uniform Combined State Law Examination
    2014-01-15
  • S63 Uniform Securities Agent State Law Examination
    2002-08-23
Designations
Other Names
  • Kevin Klare

View on SEC IAPD

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