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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 08/2016 | 02/2021 |
| Suntrust Advisory Services Llc | Atlanta | GA | 10/2016 | 02/2021 |
| Truist Investment Services | Boca Raton | FL | 02/2021 | 07/2025 |
| Truist Advisory Services, Inc. | Boca Raton | FL | 02/2021 | 07/2025 |
| Truist Investment Services, Inc. | Charlotte | NC | 07/2025 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-05 |
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