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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 2022-05-05
MD RA APPROVED 2021-02-17
  • TX RA
    APPROVED_RES
    Since 2022-05-05
  • MD RA
    APPROVED
    Since 2021-02-17

Branch Locations

19941 Century Blvd, Germantown, MD 20874 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Investments Washington DC 07/2010 01/2018
Bb&T Securities, Llc Washington DC 01/2018 02/2021
Truist Investment Services, Inc. Bethesda MD 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 07/2010 → 01/2018
    Bb&T Investments
    Washington, DC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Washington, DC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Bethesda, MD
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Rockville, MD
    Gaithersburg, MD
    Rockville, MD
    Silver Spring, MD
    Charlotte, NC
    Washington, DC
    Washington, DC
    Washington, DC
    Washington, DC
    Bethesda, MD
    Rockville, MD
    Potomac, MD
    Germantown, MD
    Virginia Beach, VA
    Rockville, MD
    Richmond, VA
  • 2010-07-13 → 2018-01-02
    Bb&T Investment Services, Inc.
    Washington, DC
    Washington, DC
    Washington, DC
    Bethesda, MD
    Rockville, MD
    Washington, DC
    Washington, DC
    Washington, DC
    Washington, DC
    Charlotte, NC
    Washington, DC
    Alexandria, VA
    Washington, DC
    Alexandria, VA
    Washington, DC
    Washington, DC
    Washington, DC
    Potomac, MD
  • 2009-02-20 → 2010-07-13
    Mclean, VA
    Alexandria, VA
  • 2007-02-16 → 2009-02-27
    Banc Of America Investment Services, Inc.
    Mclean, VA
    Alexandria, VA
  • 2005-07-06 → 2007-02-01
    Chase Investment Services Corp.
    Gahanna, OH
    Chicago, IL
  • 2005-03-16 → 2005-07-06
    Banc One Securities Corporation
    Gahanna, OH
  • 2004-08-04 → 2005-02-15
    Dublin, OH
Other Businesses

MOTOAMERICA POSITION: Racer NATURE: MotoAmerica is the North American Road Racing Championship and is officially sanctioned by the American Motorcyclist Association (AMA). I am a licensed racer and will be competing with at a professional level. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2026 ADDRESS: Irvine CA, United States DESCRIPTION: I have no direct duties in the business of MotoAmerica. I am a licensed racer with the organization.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-06
  • S66 Uniform Combined State Law Examination
    2007-03-06

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