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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Savannah | GA | 02/2001 | 01/2019 |
| Bb&T Investment Services, Inc. | Charlotte | NC | 03/2006 | Present |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | Present |
| Bb&T | Savannah | GA | 01/2019 | Present |
| Truist Investment Services, Inc. | Savannah | GA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
EQUINE VALOR PROGRAM POSITION: Treasurer NATURE: Equine Valor Program is a non-profit formed to serve the needs of Veterans suffering from PTSD and other mental health challenges. Equestrian therapy is incorporated, and Vets spend time with horses learning to groom, ride and ultimately take care of the horse. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: Savannah GA, United States DESCRIPTION: As treasure I would be maintaining all financial records, auditing and reconciling as well as sharing financial reports with the board on a regular basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-18 |
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