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Thomas Joseph Werner

Truist Advisory Services, Inc.

Orlando, FL

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-11-21
  • FL RA
    APPROVED
    Since 2019-11-21

Branch Locations

7455 Chancellor Dr Fl 1, Orlando, FL 32809 • 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 Orlando FL 02/2006 02/2021
Suntrust Investment Services, Inc Orlando FL 03/2008 02/2021
Suntrust Advisory Services, Inc. Atlanta GA 12/2018 02/2021
Truist Investment Services, Inc. Orlando FL 02/2021 06/2022
Truist Advisory Services, Inc. Orlando FL 02/2021 06/2022
Truist Investment Services, Inc. Orlando FL 06/2022 Present
Truist Advisory Services, Inc. Orlando FL 06/2022 Present
  • 02/2006 → 02/2021
    Suntrust
    Orlando, FL
  • 03/2008 → 02/2021
    Suntrust Investment Services, Inc
    Orlando, FL
  • 12/2018 → 02/2021
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 02/2021 → 06/2022
    Truist Investment Services, Inc.
    Orlando, FL
  • 02/2021 → 06/2022
    Truist Advisory Services, Inc.
    Orlando, FL
  • 06/2022 → Present
    Truist Investment Services, Inc.
    Orlando, FL
  • 06/2022 → Present
    Truist Advisory Services, Inc.
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-04
S63 Uniform Securities Agent State Law Examination 2008-12-03
  • S66 Uniform Combined State Law Examination
    2019-11-04
  • S63 Uniform Securities Agent State Law Examination
    2008-12-03
Other Names
  • Thomas Werner

View on SEC IAPD

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