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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-10-13
  • GA RA
    APPROVED
    Since 2022-10-13

Branch Locations

1246 1St Ave Fl 5, Columbus, GA 31901 • 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
Wells Fargo Advisors Llc Columbus GA 02/2012 11/2016
Wells Fargo Bank Na Columbus GA 08/2011 10/2018
Wells Fargo Clearing Services, Llc Columbus GA 11/2016 10/2018
Bb&T Securities, Llc Richmond VA 10/2018 02/2021
Bb&T Montgomery AL 10/2018 01/2019
Bbtis Charlotte NC 10/2018 02/2021
Bb&T Montgomery AL 01/2019 02/2021
Truist Investment Services, Inc. Montgomery AL 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 02/2012 → 11/2016
    Wells Fargo Advisors Llc
    Columbus, GA
  • 08/2011 → 10/2018
    Wells Fargo Bank Na
    Columbus, GA
  • 11/2016 → 10/2018
    Columbus, GA
  • 10/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 10/2018 → 01/2019
    Bb&T
    Montgomery, AL
  • 10/2018 → 02/2021
    Bbtis
    Charlotte, NC
  • 01/2019 → 02/2021
    Bb&T
    Montgomery, AL
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Montgomery, AL
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2018-10-09 → 2021-02-17
    Bb&T Securities, Llc
    Montgomery, AL
    Charlotte, NC
    Richmond, VA
  • 2014-06-30 → 2018-10-03
    Savannah, GA
    Columbus, GA
    Fort Benning, GA
    Birmingham, AL
    Montgomery, AL
    Atlanta, GA
Other Businesses

RENTAL PROPERTY POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2014 ADDRESS: 1810 Lonesome Pine, Phenix City AL 36869 RENTAL PROPERTY POSITION: owner NATURE: Potential Rental property in Phenix City INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/07/2020 ADDRESS: 1500 9th Place, Phenix City AL 36867 ALPHA UPSILON LAMBDA EDUCATIONAL FOUNDATION POSITION: Board Member NATURE: The Foundation's activities in accomplishing its goal is primarily derive from distribution of funds generated from fundraising activities; and the volunteering of time and expertise by the Foundation and fraternity members to exempt organizations such as, but not limited, The Boys Scouts, YMCA, religious organizations that have established programs in tutoring, mentoring, youth development, elimination of illiteracy and juvenile delinquency prevention INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2019 ADDRESS: 754 South Jackson Street, Montgomery AL 36104 FEEDING THE VALLEY FOOD BANK POSITION: Board Member NATURE: Feed the Valley is a centralized source for receiving and distributing donated food, fresh produce, and grocery products from national and local retail donors as well as seasonal produce from local providers. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: Columbus, GA, United States DESCRIPTION: Ensure the organization is following the policy oversight committee. Set Strategic long-term plan for the organization. Serve as an ambassador for the organization in the community. Help support varies program at Feeding the Valley.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-30
S63 Uniform Securities Agent State Law Examination 2012-03-21
  • S66 Uniform Combined State Law Examination
    2014-06-30
  • S63 Uniform Securities Agent State Law Examination
    2012-03-21

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