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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-07-02 |
| LA | RA | APPROVED | 2023-06-19 |
| TX | RA | APPROVED_RES | 2023-06-14 |
| FL | RA | APPROVED | 2016-09-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Clermont | FL | 06/2015 | Present |
| Truist Advisory Services, Inc. | Clermont | FL | 09/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-14 |
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