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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-02 |
| OH | RA | APPROVED | 2024-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Case Western Reserve | Cleverland | OH | 11/2011 | 01/2020 |
| Pansophic Learning | Mclean | VA | 01/2020 | 09/2020 |
| Oberlin College | Oberlin | OH | 02/2021 | 07/2021 |
| Evertrue Inc | Avon Lake | OH | 08/2021 | 02/2024 |
| Truist Investment Services,Inc | Cleveland | OH | 03/2024 | Present |
| Unemployed | Mclean | VA | 09/2020 | 02/2021 |
VILLAGE OF GATES MILLS FIRE DEPARTMENT POSITION: Firefighter NATURE: This is a suburban fire department for a town on the East side of Cleveland, Ohio. INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: Gates Mills OH, United States DESCRIPTION: My role is a firefighter and will be a part-time position. Responsibilities will include fire prevention and suppression as well as vehicle extrication and rescue services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-31 |
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