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Jhoanny Vianela Garcia-Cardenas

Truist Advisory Services, Inc.

Winter Springs, FL

CRD 4618307

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-09
FL RA APPROVED 2018-12-13
  • TX RA
    APPROVED_RES
    Since 2026-02-09
  • FL RA
    APPROVED
    Since 2018-12-13

Branch Locations

5775 Red Bug Lake Rd, Winter Springs, FL 32708 • 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
Truist Investment Services, Inc. Clermont FL 11/2018 06/2025
Suntrust Bank Clermont FL 11/2018 06/2025
Suntrust Bank Windermere FL 10/2016 11/2018
Unemployed Minneapolis MN 04/2016 10/2016
Truist Investment Services, Inc. Winter Springs FL 06/2025 Present
Truist Advisory Services, Inc. Winter Springs FL 11/2018 Present
  • 11/2018 → 06/2025
    Truist Investment Services, Inc.
    Clermont, FL
  • 11/2018 → 06/2025
    Suntrust Bank
    Clermont, FL
  • 10/2016 → 11/2018
    Suntrust Bank
    Windermere, FL
  • 04/2016 → 10/2016
    Unemployed
    Minneapolis, MN
  • 06/2025 → Present
    Truist Investment Services, Inc.
    Winter Springs, FL
  • 11/2018 → Present
    Winter Springs, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-19
  • S66 Uniform Combined State Law Examination
    2003-05-19
Other Names
  • Jhoanny Vianela Cardenas
  • Jhoanny Vianela Garcia
  • Jhoanny Vianela Garcia Cardenas
  • Jhoanny Vianela Garcia
  • Jhoanny Vianela Cardenas

View on SEC IAPD

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