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Lisa Marie Boris

Truist Advisory Services, Inc.

Virginia Beach, VA

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2016-09-27
  • VA RA
    APPROVED
    Since 2016-09-27

Branch Locations

711 First Colonial Rd, Virginia Beach, VA 23451 • 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 01/2015 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 01/2015 → Present
    Suntrust Investment Services,Inc
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-30
S63 Uniform Securities Agent State Law Examination 2007-11-10
  • S65 Uniform Investment Adviser Law Examination
    2015-04-30
  • S63 Uniform Securities Agent State Law Examination
    2007-11-10
Other Names
  • Lisa Boris

View on SEC IAPD

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