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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-05-02
TX RA APPROVED_RES 2021-08-09
SC RA APPROVED 2021-02-17
  • LA RA
    APPROVED
    Since 2023-05-02
  • TX RA
    APPROVED_RES
    Since 2021-08-09
  • SC RA
    APPROVED
    Since 2021-02-17

Branch Locations

2 W Washington St Ste 800, Greenville, SC 29601 • 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
Bb&T Investments Charlotte NC 09/2002 04/2019
Bb&T Securities, Llc Greenville SC 01/2018 Present
Bb&T Securities, Llc Greenville SC 04/2019 Present
Truist Investment Services, Inc. Greenville SC 02/2021 Present
Truist Advisory Services, Inc. Greenville SC 02/2021 Present
  • 09/2002 → 04/2019
    Bb&T Investments
    Charlotte, NC
  • 01/2018 → Present
    Bb&T Securities, Llc
    Greenville, SC
  • 04/2019 → Present
    Bb&T Securities, Llc
    Greenville, SC
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Greenville, SC
  • 02/2021 → Present
    Greenville, SC
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Anderson, SC
    Charlotte, NC
    Greenville, SC
    Richmond, VA
  • 2008-01-08 → 2018-01-02
    Bb&T Investment Services, Inc.
    Anderson, SC
    Easley, SC
    Charlotte, NC
    Mauldin, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-04
  • S66 Uniform Combined State Law Examination
    2008-01-04

View on SEC IAPD

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