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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_RES 2025-02-04
LA RA APPROVED 2020-07-09
FL RA APPROVED 2016-08-24
  • TX RA
    APPROVED_RES
    Since 2025-02-04
  • LA RA
    APPROVED
    Since 2020-07-09
  • FL RA
    APPROVED
    Since 2016-08-24

Branch Locations

801 E State Road 434, Longwood, FL 32750 • 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
Truist Investment Services, Inc. Longwood FL 09/2015 Present
Truist Advisory Services, Inc. Longwood FL 08/2016 Present
Previous Registrations
  • 2009-10-05 → 2015-10-06
    Orlando, FL
    Orlando, FL
  • 2004-03-08 → 2009-10-05
    Ameriprise Advisor Services, Inc.
    Orlando, FL
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-09-17
S63 Uniform Securities Agent State Law Examination 2000-08-07
  • S65 Uniform Investment Adviser Law Examination
    2001-09-17
  • S63 Uniform Securities Agent State Law Examination
    2000-08-07
Other Names
  • William D Hylton

View on SEC IAPD

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