Best Investors Account Sign in
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-02-17
  • FL RA
    APPROVED
    Since 2021-02-17

Branch Locations

12751 New Brittany Blvd Fl 1, Fort Myers, FL 33907 • 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
Sharon Brimmer Agency Naples FL 02/2009 12/2017
Pruco Securities Llc Naples FL 02/2009 12/2017
Bb&T Fort Myers FL 03/2018 01/2019
Bbtis Charlotte NC 03/2018 Present
Bbtsec Richmond VA 03/2018 Present
Unemployed Fort Myers FL 01/2018 03/2018
Bb&T Fort Myers FL 01/2019 Present
Truist Investment Services, Inc. Fort Myers FL 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 02/2009 → 12/2017
    Sharon Brimmer Agency
    Naples, FL
  • 02/2009 → 12/2017
    Naples, FL
  • 03/2018 → 01/2019
    Bb&T
    Fort Myers, FL
  • 03/2018 → Present
    Bbtis
    Charlotte, NC
  • 03/2018 → Present
    Bbtsec
    Richmond, VA
  • 01/2018 → 03/2018
    Unemployed
    Fort Myers, FL
  • 01/2019 → Present
    Bb&T
    Fort Myers, FL
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Fort Myers, FL
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-03-28 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Fort Myers, FL
    Richmond, VA
  • 2016-08-03 → 2018-01-04
    Tampa, FL
    Naples, FL
  • 2004-01-30 → 2009-01-27
    Naples, FL
    Naples, FL
Other Businesses

SWF ROY HOBBS BASEBALL POSITION: board member NATURE: Men's Adult Recreation Baseball League. My role as a board member is to be on a call, or in a meeting, from time to time deciding on game scheduling, roster decisions, league matters to that effect. I do not have any access or authority in relation to the leagues finances or accounts. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/23/2020 ADDRESS: 4301 Edison Ave, Unit 100, Fort Myers FL 33916

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-04-19
S65 Uniform Investment Adviser Law Examination 2016-06-16
  • S63 Uniform Securities Agent State Law Examination
    2018-04-19
  • S65 Uniform Investment Adviser Law Examination
    2016-06-16

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fort Myers, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor