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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2018-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Miramar | FL | 08/2016 | 04/2018 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 05/2018 | 02/2021 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 05/2018 | 02/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
DEL VAL INVESTMENT GROUP POSITION: Vice President NATURE: Real estate investment company for buying homes to flip or to hold as rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2019 ADDRESS: , Cooper City FL , United States DESCRIPTION: Securing contractors Providing administrative duties and manual labor Overseeing project budgets Analyzing potential property purchases Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-11 |
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