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Chad Wilson Link

Truist Advisory Services, Inc.

Panama City Beach, FL

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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 2023-09-01
  • FL RA
    APPROVED
    Since 2023-09-01

Branch Locations

11400 Panama City Beach Pkwy,, Panama City Beach, FL 32407 • 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. Atlanta GA 02/2015 07/2023
Truist Advisory Services, Inc. Atlanta GA 09/2016 07/2023
Truist Advisory Services Inc. Panama City Beach FL 07/2023 Present
Truist Investment Services Inc. Tampa FL 07/2023 03/2025
Truist Investment Services, Inc. Panama City Beach FL 03/2025 Present
  • 02/2015 → 07/2023
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → 07/2023
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 07/2023 → Present
    Truist Advisory Services Inc.
    Panama City Beach, FL
  • 07/2023 → 03/2025
    Truist Investment Services Inc.
    Tampa, FL
  • 03/2025 → Present
    Truist Investment Services, Inc.
    Panama City Beach, FL
Previous Registrations
  • 2016-09-20 → 2020-07-01
    Truist Advisory Services, Inc.
    Atlanta, GA
    Atlanta, GA
  • 2015-04-01 → 2016-12-31
    Truist Investment Services, Inc.
    Athens, GA
    Atlanta, GA
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-11
S63 Uniform Securities Agent State Law Examination 2008-04-22
  • S66 Uniform Combined State Law Examination
    2023-08-11
  • S63 Uniform Securities Agent State Law Examination
    2008-04-22

View on SEC IAPD

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Other Investors

FRANK B MARTIN
PHILIP WESLEY CUNNINGHAM
JOHN L STEVENSON
Michael James Calidonna
Ethan Brown
Matthew B Wyatt
Connor Michael Graham
JUDITH ELIZABETH GILBERT

Other Offices

LEVEL FOUR ADVISORY SERVICES · Panama City Beach, FL
OSAIC WEALTH, INC. · PANAMA CITY BEACH, FL
CETERA INVESTMENT ADVISERS LLC · PANAMA CITY BEACH, FL
EDWARD JONES · PANAMA CITY BEACH, FL
GRAHAM WEALTH MANAGEMENT LLC · Panama City Beach, FL
OSAIC WEALTH, INC. · PANAMA CITY, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Panama City, FL
EDWARD JONES · Panama City, FL

More in Panama City Beach, FL

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