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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-02
GA RA APPROVED 2020-06-08
  • TX RA
    APPROVED
    Since 2026-06-02
  • GA RA
    APPROVED
    Since 2020-06-08

Branch Locations

9919 Haynes Bridge Rd, Alpharetta, GA 30022 • 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
United States Soccer Federation Metairie LA 09/2004 Present
E*Trade Securities Llc Alpharetta GA 06/2015 05/2018
E*Trade Capital Management Llc Alpharetta GA 06/2015 05/2018
Smartpath Inc. Atlanta GA 09/2018 06/2019
Mavs Atlanta GA 01/2019 06/2020
Suntrust Investment Services, Inc. Atlanta GA 05/2020 12/2025
Suntrust Advisory Services, Inc. Atlanta GA 05/2020 12/2025
Truist Investment Services, Inc. Alpharetta GA 01/2026 Present
Truist Advisory Services, Inc. Alpharetta GA 01/2026 Present
  • 09/2004 → Present
    United States Soccer Federation
    Metairie, LA
  • 06/2015 → 05/2018
    E*Trade Securities Llc
    Alpharetta, GA
  • 06/2015 → 05/2018
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 09/2018 → 06/2019
    Smartpath Inc.
    Atlanta, GA
  • 01/2019 → 06/2020
    Mavs
    Atlanta, GA
  • 05/2020 → 12/2025
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 05/2020 → 12/2025
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 01/2026 → Present
    Truist Investment Services, Inc.
    Alpharetta, GA
  • 01/2026 → Present
    Alpharetta, GA
Previous Registrations
  • 2015-06-24 → 2018-05-15
    Harrisdirect Llc
    Alpharetta, GA
    Arlington, VA
  • 2014-11-14 → 2015-06-18
    Atlanta, GA
  • 2011-05-09 → 2014-06-13
    St Louis, MO
    New Orleans, LA
Other Businesses

UNITED STATES SOCCER FEDERATION POSITION: Soccer Official NATURE: I am a licensed Grade 07 soccer referee with the United States Soccer Federation. I referee a variety of adult amateur and youth games. I normally do about 1 game a week and is a 1099 activity. At this stage after 16 years I do it simply for fun and as a hobby. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2004 ADDRESS: Atlanta GA, United States DESCRIPTION: Referee soccer games MAVS POSITION: Consultant NATURE: vocational therapy solutions INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: Atlanta GA, United States DESCRIPTION: I use to work for MAVS prior to accepting a position with SunTrust. Kristina owns this company so I simply want to continue helping her with clerical and administrative activities during off hours. OMEGA PALLAS POSITION: Volunteer NATURE: Delta Pallas dba Pallas is a non profit organization focused on bettering the community. Pallas' helps children and adults by supporting education through sports, in particular soccer and kickball. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: Marietta GA, United States DESCRIPTION: Volunteer time as an agent. Volunteer to manage books and records under the supervision of the treasurer and board. GEORGETOWN AT PERIMETER WALK POSITION: President NATURE: Homeowners Association INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: Dunwoody GA, United States DESCRIPTION: Board member on my HOA for my home. FINRA ARBITRATOR POSITION: Arbitrator NATURE: On the roster to be arbitrator. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2015 ADDRESS: New York NY, United States DESCRIPTION: Be an arbitrator if requested.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-07-22
S66 Uniform Combined State Law Examination 2011-03-11
  • S63 Uniform Securities Agent State Law Examination
    2020-07-22
  • S66 Uniform Combined State Law Examination
    2011-03-11
Designations

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