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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-09-08
  • FL RA
    APPROVED
    Since 2016-09-08

Branch Locations

1100 Town Park Ave, Lake Mary, FL 32746 • 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
Suntrust Investment Services, Inc Atlanta GA 05/2007 09/2018
Truist Advisory Services, Inc. Lake Mary FL 09/2016 Present
Suntrust Investment Services, Inc. Atlanta GA 09/2018 05/2021
Truist Investment Services,Inc. Lake Mary FL 05/2021 Present
  • 05/2007 → 09/2018
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 09/2016 → Present
    Lake Mary, FL
  • 09/2018 → 05/2021
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 05/2021 → Present
    Truist Investment Services,Inc.
    Lake Mary, FL
Other Businesses

THE RALI COLLECTIVE, LLC POSITION: Manager NATURE: Online product sales through Etsy shop. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/22/2026 ADDRESS: Deltona FL, United States DESCRIPTION: Occasionally assist my wife with her online Etsy shop.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-05
S63 Uniform Securities Agent State Law Examination 2003-01-23
  • S66 Uniform Combined State Law Examination
    2007-07-05
  • S63 Uniform Securities Agent State Law Examination
    2003-01-23

View on SEC IAPD

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