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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-09-14
  • FL RA
    APPROVED
    Since 2016-09-14

Branch Locations

9600 Collins Ave Fl 2, Bal Harbour, FL 33154 • 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
Suntrust Investment Services, Inc. Ft Lauderdale FL 11/2005 Present
Suntrust Bank Bal Harbour FL 07/2009 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 11/2005 → Present
    Suntrust Investment Services, Inc.
    Ft Lauderdale, FL
  • 07/2009 → Present
    Suntrust Bank
    Bal Harbour, FL
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-27
S63 Uniform Securities Agent State Law Examination 2000-05-30
  • S65 Uniform Investment Adviser Law Examination
    2006-04-27
  • S63 Uniform Securities Agent State Law Examination
    2000-05-30

View on SEC IAPD

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