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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2016-09-21 |
Branch Locations
14200 E Centreville Sq, Centreville, VA 20121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Haymarket | VA | 05/2016 | Present |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | Present |
POSITION: owner NATURE: Rental Property jointlyowned by myself and wife. Single family home located in Alexandria Virginia. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2013 ADDRESS: , Alexandria VA DESCRIPTION: Landlord. PRINCE WILLIAM COUNTY HISTORICAL COMMISSION POSITION: Vice-Chairman / At-Large Represenatitive NATURE: The Prince William County Historical Commission is composed of 16 citizens appointed by the Board of County Supervisors. The Historical Commission advises the Board in its efforts to identify,preserve, protect and promote Prince William County's historical sites, artifacts, buildings and events. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2017 ADDRESS: , Gainesville VA , United States DESCRIPTION: Members review land development applications and make recommendations regarding their impact on cultural resources; produce publications related to local history; provide input on the installation of historical highway markers; propose properties to be classified as County Registered Historic Sites; conduct tours; and award community service certificates.Vice-Chairman: Help facilitate monthly meeting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-14 |
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