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John David Griffis

Truist Advisory Services, Inc.

Ponte Vedra Beach, FL

CRD 5893954

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-05-03
FL RA APPROVED 2016-09-14
  • TX RA
    APPROVED
    Since 2022-05-03
  • FL RA
    APPROVED
    Since 2016-09-14

Branch Locations

100 Sawgrass Corners Dr, Ponte Vedra Beach, FL 32082 • 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 04/2011 02/2021
Suntrust Advisory Services Atlanta GA 09/2016 02/2021
Truist Investment Services, Inc. Ponte Vedra Beach FL 02/2021 Present
Truist Advisory Services, Inc. Ponte Vedra Beach FL 02/2021 Present
  • 04/2011 → 02/2021
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 09/2016 → 02/2021
    Suntrust Advisory Services
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Ponte Vedra Beach, FL
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Ponte Vedra Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-08
  • S66 Uniform Combined State Law Examination
    2011-06-08
Designations
  • Certified Financial Planner
Other Names
  • John Griffis

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
SAWGRASS ASSET MANAGEMENT LLC
CORAL REEF ADVISORS LLC

Nearby Investors

SCOTT DOUGLAS CONROY
GALE RUSSELL CREIGHTON
DEAN EDWARD MCQUIDDY

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · PONTE VEDRA BEACH, FL
SAWGRASS ASSET MANAGEMENT LLC · PONTE VEDRA BEACH, FL
CORAL REEF ADVISORS LLC · PONTE VEDRA BEACH, FL

More in Ponte Vedra Beach, FL

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