Lisa Michele Matthews

Current Employers

Truist Advisory Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2016-09-13

FL RA
APPROVED

Since 2016-09-13

Branch Locations

4300 Tbc Way Ste 100, Palm Beach Gardens, FL 33410 • 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

Organization	City	State	From	To
Suntrust Investment Services, Inc.	Atlanta	GA	06/2014	03/2026
Truist Bank	Boca Raton	FL	05/2014	Present
Suntrust Advisory Services	Atlanta	GA	09/2016	03/2026
Truist Investment Services, Inc.	Jupiter	FL	03/2026	Present
Truist Advisory Services, Inc.	Jupiter	FL	03/2026	Present

06/2014 → 03/2026

Suntrust Investment Services, Inc.

Atlanta, GA
05/2014 → Present

Truist Bank

Boca Raton, FL
09/2016 → 03/2026

Suntrust Advisory Services

Atlanta, GA
03/2026 → Present

Truist Investment Services, Inc.

Jupiter, FL
03/2026 → Present

Truist Advisory Services, Inc.

Jupiter, FL

Other Businesses

LISA M MATTHEWS TRUST POSITION: Trustee NATURE: Rental of real estate titled in the name of Lisa M Matthews Trust and located in Hutchinson Island, FL. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: Boynton Beach FL, United States DESCRIPTION: process rental application and rent payment EAST COAST ESTATE PLANNING COUNCIL POSITION: Board Member & Director NATURE: Local Estate Planning Council serving the financial services community. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2022 ADDRESS: West Palm Beach FL, United States DESCRIPTION: Attend monthly board meetings and vote on ECEPC matters. LISA MATTHEWS TRUST RENTAL POSITION: Trustee NATURE: Seasonal rental on N Highway A1A, North Hutchinson Island, FL. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: North Hutchinson Island FL, United States DESCRIPTION: Seasonal rental on North Hutchinson Island, FL.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-10-27
S63	Uniform Securities Agent State Law Examination	2004-05-24

S65 Uniform Investment Adviser Law Examination

2014-10-27
S63 Uniform Securities Agent State Law Examination

2004-05-24

Other Names

Lisa Sholdar
Lisa Michele Sholdar
Lisa Matthews
Lisa Michele Sholdar

View on SEC IAPD