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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-05-12
NC RA APPROVED 2016-09-13
  • TX RA
    APPROVED
    Since 2017-05-12
  • NC RA
    APPROVED
    Since 2016-09-13

Branch Locations

991 High House Rd Fl 1, Cary, NC 27513 • 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
Cody Jeffcoat Pottery Calabash NC 11/2004 Present
Suntrust Investment Services, Inc Atlanta GA 01/2014 10/2017
Suntrust Advisory Services, Inc Atlanta GA 09/2016 Present
Suntrust Investment Services, Inc Atlanta GA 10/2017 Present
  • 11/2004 → Present
    Cody Jeffcoat Pottery
    Calabash, NC
  • 01/2014 → 10/2017
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services, Inc
    Atlanta, GA
  • 10/2017 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
Previous Registrations
  • 2010-07-12 → 2013-12-11
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Reidsville, NC
    Madison, NC
    Eden, NC
    Greensboro, NC
    High Point, NC
    Oak Ridge, NC
  • 2007-08-16 → 2009-02-02
    Raleigh, NC
    Raleigh, NC
    Fort Mill, SC
    Raleigh, NC
  • 2007-01-19 → 2007-08-21
    Raleigh, NC
Other Businesses

POSITION: OWNER/OPERATOR NATURE: POTTERY PRODUCTION AND SALES INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: , Pittsboro NC DESCRIPTION: PRODUCTION AND SALE OF PRODUCTS 339 WEBSTER ST RENTAL POSITION: Property Owner NATURE: Rental property. Own and rent this single property. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: , Cary NC , United States DESCRIPTION: Renting, maintaining and paying expenses related to the property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-27
S63 Uniform Securities Agent State Law Examination 2003-09-11
  • S66 Uniform Combined State Law Examination
    2006-12-27
  • S63 Uniform Securities Agent State Law Examination
    2003-09-11
Designations
Other Names
  • Cody Jeffcoat

View on SEC IAPD

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