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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2021-03-02
  • AL RA
    APPROVED
    Since 2021-03-02

Branch Locations

285 Calumet Parkway, Trussville, AL 35173 • 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
Bb&T Investments Birmingham AL 02/2013 01/2018
Bb&T Securities, Llc Birmingham AL 01/2018 02/2021
Truist Investment Services, Inc. Birmingham AL 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 03/2021 Present
  • 02/2013 → 01/2018
    Bb&T Investments
    Birmingham, AL
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Birmingham, AL
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Birmingham, AL
  • 03/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-03-02
    Bb&T Securities, Llc
    Montgomery, AL
    Millbrook, AL
    Tallassee, AL
    Montgomery, AL
    Montgomery, AL
    Wetumpka, AL
    Montgomery, AL
    Prattville, AL
    Birmingham, AL
    Hoover, AL
    Hoover, AL
    Trussville, AL
    Pelham, AL
    Birmingham, AL
    Pleasant Grove, AL
    Charlotte, NC
    Birmingham, AL
    Northport, AL
    Tuscaloosa, AL
    Bessemer, AL
    Montgomery, AL
    Duluth, GA
    Richmond, VA
  • 2013-02-12 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Birmingham, AL
    Birmingham, AL
    Northport, AL
    Tuscaloosa, AL
    Bessemer, AL
    Homewood, AL
    Pleasant Grove, AL
    Birmingham, AL
    Hoover, AL
    Hoover, AL
    Trussville, AL
    Birmingham, AL
    Pelham, AL
  • 2012-02-07 → 2013-02-20
    Trussville, AL
    Birmingham, AL
    Trussville, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-27
  • S66 Uniform Combined State Law Examination
    2012-01-27

View on SEC IAPD

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