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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Miami | FL | 01/2014 | 02/2021 |
| Truist Investment Services, Inc. | Miami | FL | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
PAINTING/ ACRYLIC ABSTRACT/ MIXED MEDIA ART POSITION: N/A NATURE: THIS IS NOT A BUSINESS BUT A HOBBY OF PAINTING/ ACRYLIC ABSTRACT/ MIXED MEDIA ART THAT OCCASIONALLY CAN EARN INCOME BASED ON A PIECE FEE OR COMMISSIONED PIECE. INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 08/19/2021 ADDRESS: , MIAMI FL , United States DESCRIPTION: PAINTING/ ACRYLIC ABSTRACT/ MIXED MEDIA ART AMAZON KDP POSITION: CREATIVE CONTENT CONTRIBUTOR/AUTHOR NATURE: AMAZON KINDLE DIRECT PUBLISHING; SELF-BOOK PUBLISHING THROUGH THE AMAZON PLATFORM THAT INCLUDE JOURNALS, LOGS, NOTEBOOKS,ETC. I PROVIDE CONTENT AS A CREATIVE CONTRIBUTER. I AM NOT EMPLOYEE OR CONTRACTOR OF AMAZON. COMPENSATION IS PAID AS ROYALTIES BASED ON SALES AND IS PAID DIRECTLY TO ME WHICH DOES NOT REQUIRE FORMATION OF A BUSINESS ENTITY OR DBA. CREATIVE CONTENT IS DONE DURING THE WEEKS ON MY FREE TIME AND IS NOT INTERRUPTING MY REGULAR WORK SCHEDULE BETWEEN M-F BUSINESS HOURS. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2021 ADDRESS: , MIAMI FL , United States DESCRIPTION: AMAZON KINDLE DIRECT PUBLISHING; SELF-BOOK PUBLISHING THROUGH THE AMAZON PLATFORM THAT INCLUDE JOURNALS, LOGS, NOTEBOOKS,ETC. I PROVIDE CONTENT AS A CREATIVE CONTRIBUTER. I AM NOT EMPLOYEE OR CONTRACTOR OF AMAZON. COMPENSATION IS PAID AS ROYALTIES BASED ON SALES AND IS PAID DIRECTLY TO ME WHICH DOES NOT REQUIRE FORMATION OF A BUSINESS ENTITY OR DBA. CREATIVE CONTENT IS DONE DURING THE WEEKS ON MY FREE TIME AND IS NOT INTERRUPTING MY REGULAR WORK SCHEDULE BETWEEN M-F BUSINESS HOURS. LIVELY LEILANI POSITION: Owner/Sole Proprietor NATURE: Blog/social media content centered around baking, books, DIY projects and gift ideas. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2024 ADDRESS: Miami FL, United States DESCRIPTION: Blog/social media content centered around baking, books, DIY projects and gift ideas.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-25 |
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