Best Investors Account Sign in
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-03-10
  • GA RA
    APPROVED
    Since 2023-03-10

Branch Locations

3209 Buford Hwy, Duluth, GA 30096 • 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
Ccf Investments, Inc. Greensboro GA 02/2016 06/2017
Capital Choice Financial Services Greensboro GA 02/2016 08/2021
Capital Choice Investment Advisers Greensboro GA 07/2016 06/2017
Ameritas Investment Corp. Lincoln NE 06/2017 10/2019
Forever Free Financial, Llc Buford GA 02/2018 08/2021
Alpha Zero Waste Solutions, Inc. Buford GA 03/2019 08/2021
Corecap Advisors Southfield MI 11/2019 08/2021
Corecap Investments Southfield MI 11/2019 08/2021
Wells Fargo Bank, Na Buford GA 08/2021 11/2022
Wells Fargo Clearing Services, Llc Buford GA 08/2021 11/2022
Truist Investment Services Inc. Duluth GA 11/2022 Present
Truist Advisory Services Inc. Duluth GA 11/2022 Present
  • 02/2016 → 06/2017
    Ccf Investments, Inc.
    Greensboro, GA
  • 02/2016 → 08/2021
    Capital Choice Financial Services
    Greensboro, GA
  • 07/2016 → 06/2017
    Capital Choice Investment Advisers
    Greensboro, GA
  • 06/2017 → 10/2019
    Ameritas Investment Corp.
    Lincoln, NE
  • 02/2018 → 08/2021
    Forever Free Financial, Llc
    Buford, GA
  • 03/2019 → 08/2021
    Alpha Zero Waste Solutions, Inc.
    Buford, GA
  • 11/2019 → 08/2021
    Southfield, MI
  • 11/2019 → 08/2021
    Corecap Investments
    Southfield, MI
  • 08/2021 → 11/2022
    Wells Fargo Bank, Na
    Buford, GA
  • 08/2021 → 11/2022
    Buford, GA
  • 11/2022 → Present
    Truist Investment Services Inc.
    Duluth, GA
  • 11/2022 → Present
    Duluth, GA
Previous Registrations
  • 2022-02-08 → 2022-12-07
    Buford, GA
    Atlanta, GA
  • 2019-11-05 → 2021-08-09
    Southfield, MI
    Buford, GA
  • 2017-06-21 → 2019-11-07
    Ameritas Investment Company, Llc
    Buford, GA
    Greensboro, GA
    Louisville, KY
  • 2016-07-21 → 2017-06-21
    Capital Choice Investment Advisers, Inc.
    Buford, GA
    Greensboro, GA
  • 2015-06-24 → 2016-02-09
    Gainesville, GA
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-05
S63 Uniform Securities Agent State Law Examination 2007-09-14
  • S66 Uniform Combined State Law Examination
    2015-06-05
  • S63 Uniform Securities Agent State Law Examination
    2007-09-14
Other Names
  • Liang-Yu Taylor
  • Vivian Chen Taylor
  • Vivian Taylor

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Duluth, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor