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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-18
  • TX RA
    APPROVED
    Since 2022-04-18

Branch Locations

3434 Legacy Dr, Frisco, TX 75034 • 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
Bbva Compass Insurance Agency, Inc. Austin TX 10/2013 02/2022
Truist Investment Services, Inc Plano TX 02/2022 06/2026
Truist Advisory Services, Inc. Plano TX 04/2022 06/2026
Truist Investmenr Services. Inc Plano TX 06/2026 Present
Truist Advsiory Services, Inc Plano TX 06/2026 Present
  • 10/2013 → 02/2022
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 02/2022 → 06/2026
    Truist Investment Services, Inc
    Plano, TX
  • 04/2022 → 06/2026
    Plano, TX
  • 06/2026 → Present
    Truist Investmenr Services. Inc
    Plano, TX
  • 06/2026 → Present
    Truist Advsiory Services, Inc
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-12
S63 Uniform Securities Agent State Law Examination 2012-05-21
  • S66 Uniform Combined State Law Examination
    2022-04-12
  • S63 Uniform Securities Agent State Law Examination
    2012-05-21
Other Names
  • Elizabeth Laura Ramos
  • Elizabeth Laura Stallcup

View on SEC IAPD

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