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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2016-06-30
  • GA RA
    APPROVED
    Since 2016-06-30

Branch Locations

303 Peachtree St, Ne Fl 31, Atlanta, GA 30308 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc Atlanta GA 05/2013 Present
Suntrust Advisory Services, Inc. Atlanta GA 04/2016 Present
  • 05/2013 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 04/2016 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
Other Businesses

DOOR DASH POSITION: Delivery driver NATURE: Food delivery INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2025 ADDRESS: Atlanta GA, United States DESCRIPTION: Deliver food.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-25
S63 Uniform Securities Agent State Law Examination 2008-04-24
  • S65 Uniform Investment Adviser Law Examination
    2013-09-25
  • S63 Uniform Securities Agent State Law Examination
    2008-04-24
Other Names
  • Lorenzo West

View on SEC IAPD

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