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Spencer Norton Boggess

Truist Advisory Services, Inc.

New York, NY

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-29
  • NY RA
    APPROVED
    Since 2021-07-29

Branch Locations

50 Hudson Yards 69Th Floor, New York, NY 10001 • 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
Westleigh Consulting Llc New Canaan CT 06/2015 11/2016
Sun Trust Advisory Services New York NY 11/2016 02/2017
Genspring Family Offices, Llc Atlanta GA 11/2016 02/2017
Suntrust Advisory Services, Inc. Atlanta GA 02/2017 Present
Genspring Family Offices, Llc Atlanta GA 02/2017 Present
  • 06/2015 → 11/2016
    Westleigh Consulting Llc
    New Canaan, CT
  • 11/2016 → 02/2017
    Sun Trust Advisory Services
    New York, NY
  • 11/2016 → 02/2017
    Genspring Family Offices, Llc
    Atlanta, GA
  • 02/2017 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 02/2017 → Present
    Genspring Family Offices, Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-05
S66 Uniform Combined State Law Examination 2011-06-18
  • S65 Uniform Investment Adviser Law Examination
    2017-04-05
  • S66 Uniform Combined State Law Examination
    2011-06-18
Other Names
  • Spencer N Boggess

View on SEC IAPD

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