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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-04-15
MD RA APPROVED 2021-02-17
  • TX RA
    APPROVED_RES
    Since 2021-04-15
  • MD RA
    APPROVED
    Since 2021-02-17

Branch Locations

1300 Liberty Rd, Eldersburg, MD 21784 • 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
Bbtis Westminister MD 11/2015 02/2021
Bb&T Securities, Llc Hunt Valley MD 01/2018 02/2021
Truist Investment Services, Inc. Westminster MD 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 11/2015 → 02/2021
    Bbtis
    Westminister, MD
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Hunt Valley, MD
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Westminster, MD
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Hunt Valley, MD
    Westminster, MD
    Charlotte, NC
    Severna Park, MD
    Baltimore, MD
    Owings Mills, MD
    Westminster, MD
    Westminster, MD
    Finksburg, MD
    Richmond, VA
  • 2015-11-04 → 2018-01-02
    Bb&T Investment Services, Inc.
    Westminster, MD
    Charlotte, NC
    Severna Park, MD
    Resiterstown, MD
    Eldersburg, MD
    Hunt Valley, MD
    Baltimore, MD
    Owings Mills, MD
  • 2014-01-21 → 2015-11-03
    Westminster, MD
  • 2008-01-22 → 2014-01-21
    Cetera Investment Services Llc
    Westminster, MD
    Eldersburg, MD
    Westminster, MD
    Exton, PA
    Forest Hill, MD
Other Businesses

SPORTS CLIPS HAIRCUTS POSITION: Owner NATURE: Sports Clips Haircuts offers gentlemen haircuts and beard trimming. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: Westminster MD, United States DESCRIPTION: Duties including meeting with Regional Manager for two hours a week on Sundays to review salon performance and growth strategies.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-18
  • S66 Uniform Combined State Law Examination
    2008-01-18

View on SEC IAPD

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