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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2024-05-02
TX RA APPROVED_RES 2017-06-14
FL RA APPROVED 2016-09-09
  • RI RA
    APPROVED
    Since 2024-05-02
  • TX RA
    APPROVED_RES
    Since 2017-06-14
  • FL RA
    APPROVED
    Since 2016-09-09

Branch Locations

400 Park Ave S Ste 200, Winter Park, FL 32789 • 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 Investment Services, Inc. Lake Mary FL 04/2004 07/2025
Truist Advisory Services, Inc. Lake Mary FL 09/2016 Present
Truist Investment Services, Inc. Lake Mary FL 07/2025 Present
  • 04/2004 → 07/2025
    Truist Investment Services, Inc.
    Lake Mary, FL
  • 09/2016 → Present
    Lake Mary, FL
  • 07/2025 → Present
    Truist Investment Services, Inc.
    Lake Mary, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-24
  • S66 Uniform Combined State Law Examination
    2004-07-24
Designations
Other Names
  • Francesca Lee Allen

View on SEC IAPD

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