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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_RES 2021-06-01
VA RA APPROVED 2021-02-17
  • TX RA
    APPROVED_RES
    Since 2021-06-01
  • VA RA
    APPROVED
    Since 2021-02-17

Branch Locations

201 N Union St Ste 240, Alexandria, VA 22314 • 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
Scott & Stringfellow Alexandria VA 10/2008 02/2021
Bb&T Securities, Llc Alexandria VA 01/2013 02/2021
Truist Investment Services, Inc. Alexandria VA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 10/2008 → 02/2021
    Scott & Stringfellow
    Alexandria, VA
  • 01/2013 → 02/2021
    Bb&T Securities, Llc
    Alexandria, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Alexandria, VA
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2013-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Alexandria, VA
    Richmond, VA
  • 2008-10-03 → 2013-01-02
    Scott & Stringfellow, Llc
    Alexandria, VA
  • 2006-09-19 → 2008-10-07
    Msi Financial Services, Inc.
    Falls Church, VA
    Falls Church, VA
  • 2004-07-08 → 2005-08-02
    Centreville, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-02
  • S66 Uniform Combined State Law Examination
    2004-06-02

View on SEC IAPD

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