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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 2024-11-19
  • GA RA
    APPROVED
    Since 2024-11-19

Branch Locations

501 Sea Island Rd, Saint Simons Island, GA 31522 • 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 04/2008 05/2023
Suntrust Advisory Services Atlanta GA 09/2016 05/2023
Lpl Financial Llc Saint Simons GA 05/2023 03/2024
Newedge Advisors, Llc. New Orleans LA 03/2024 11/2024
Lpl Financial Saint Simons GA 10/2024 11/2024
Truist Investment Services, Inc. St Simon Island GA 11/2024 Present
Truist Advisory Services, Inc. St Simon Island GA 11/2024 Present
  • 04/2008 → 05/2023
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → 05/2023
    Suntrust Advisory Services
    Atlanta, GA
  • 05/2023 → 03/2024
    Lpl Financial Llc
    Saint Simons, GA
  • 03/2024 → 11/2024
    Newedge Advisors, Llc.
    New Orleans, LA
  • 10/2024 → 11/2024
    Lpl Financial
    Saint Simons, GA
  • 11/2024 → Present
    Truist Investment Services, Inc.
    St Simon Island, GA
  • 11/2024 → Present
    St Simon Island, GA
Previous Registrations
  • 2024-04-05 → 2024-11-15
    New Orleans, LA
    St. Simons Island, GA
  • 2016-09-20 → 2023-05-16
    Brunswick, GA
    St Simons Island, GA
    St Simons Island, GA
  • 2008-11-04 → 2016-11-04
    Truist Investment Services, Inc.
    Brunswick, GA
    Brunswick, GA
    Saint Simons Island, GA
    Saint Simons Island, GA
    Alpharetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-31
  • S66 Uniform Combined State Law Examination
    2008-10-31

View on SEC IAPD

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