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Morgan Vivien Shrum

Truist Advisory Services, Inc.

Mount Juliet, TN

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-05-21
  • TN RA
    APPROVED
    Since 2026-05-21

Branch Locations

1691 N Mount Juliet, Mount Juliet, TN 37122 • 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
Truist Advisory Services, Inc Mount Juliet TN 05/2026 08/2026
Rent A Center Nashville TN 04/2013 10/2017
Fith Third Bank Hendersonville TN 10/2017 07/2019
Truist Bank Mount Juliet TN 08/2019 03/2026
Truist Investment Services, Inc Mount Juliet TN 03/2026 08/2026
Truist Investment Services, Inc. Mount Juliet TN 08/2026 Present
Truist Advisory Services, Inc. Mount Juliet TN 08/2026 Present
  • 05/2026 → 08/2026
    Truist Advisory Services, Inc
    Mount Juliet, TN
  • 04/2013 → 10/2017
    Rent A Center
    Nashville, TN
  • 10/2017 → 07/2019
    Fith Third Bank
    Hendersonville, TN
  • 08/2019 → 03/2026
    Truist Bank
    Mount Juliet, TN
  • 03/2026 → 08/2026
    Truist Investment Services, Inc
    Mount Juliet, TN
  • 08/2026 → Present
    Truist Investment Services, Inc.
    Mount Juliet, TN
  • 08/2026 → Present
    Truist Advisory Services, Inc.
    Mount Juliet, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-20
S63 Uniform Securities Agent State Law Examination 2007-04-16
  • S66 Uniform Combined State Law Examination
    2026-05-20
  • S63 Uniform Securities Agent State Law Examination
    2007-04-16
Other Names
  • Morgan Smith
  • Morgan Vivien Smith

View on SEC IAPD

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Other Investors

BRYAN CLARK DE CUIR
KATHRYN MURPHY
MARTIN DALTON PORTER
Jeremy Newgard
Justin Harding
RYAN KEITH SCOTT
JOSHUA WILLIAMSON
JENNIFER BUTTERWORTH

Other Offices

LPL FINANCIAL LLC · MT. JULIET, TN
PRIVATE ADVISOR GROUP, LLC · Mount Juliet, TN
PRIVATE ADVISOR GROUP, LLC · Mount Juliet, TN
BROOKSTONE WEALTH ADVISORS, LLC · Mount Juliet, TN
TRUIST ADVISORY SERVICES, INC. · MOUNT JULIET, TN
PFS INVESTMENTS INC. · MOUNT JULIET, TN
PAUL WINKLER, INC. · MT. JULIET, TN
PFS INVESTMENTS INC. · MOUNT JULIET, TN

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