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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

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

Branch Locations

740 Battery Ave, Se Ste 8500, Atlanta, GA 30339 • 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
Bb&T Investments Charlotte NC 06/2006 12/2020
Bb&T Bank Atlanta GA 06/2006 03/2018
Bb&T Securities, Llc Richmond VA 01/2018 02/2021
Bb&T Bank Atlanta GA 03/2018 02/2021
Truist Investment Services, Inc. Atlanta GA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 06/2006 → 12/2020
    Bb&T Investments
    Charlotte, NC
  • 06/2006 → 03/2018
    Bb&T Bank
    Atlanta, GA
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 03/2018 → 02/2021
    Bb&T Bank
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Atlanta, GA
    Charlotte, NC
    Atlanta, GA
    Richmond, VA
  • 2006-07-13 → 2018-01-02
    Bb&T Investment Services, Inc.
    Decatur, GA
    Decatur, GA
    Atlanta, GA
    Charlotte, NC
    Atlanta, GA
    Charlotte, NC
    Decatur, GA
  • 2004-04-09 → 2006-05-19
    Atlanta, GA
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-08
  • S66 Uniform Combined State Law Examination
    2004-04-08

View on SEC IAPD

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