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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2016-09-20
  • GA RA
    APPROVED
    Since 2016-09-20

Branch Locations

303 Peachtree St, Ne Fl 31, Atlanta, GA 30308 • 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 Bank Atlanta GA 04/2004 Present
Suntrust Investment Services, Inc. Atlanta GA 06/2011 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 04/2004 → Present
    Suntrust Bank
    Atlanta, GA
  • 06/2011 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
  • 2007-07-16 → 2008-10-09
    Truist Investment Services, Inc.
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-27
  • S66 Uniform Combined State Law Examination
    2011-07-27
Designations

View on SEC IAPD

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