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Mark Edward Taylor

Truist Advisory Services, Inc.

Bonita Springs, FL

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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 2020-05-07
FL RA APPROVED 2016-09-26
  • TX RA
    APPROVED
    Since 2020-05-07
  • FL RA
    APPROVED
    Since 2016-09-26

Branch Locations

26731 S Taimami Trail, Bonita Springs, FL 34134 • 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 Bank Ft Myers FL 06/2007 Present
Suntrust Investment Services,Inc Atlanta GA 06/2012 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 06/2007 → Present
    Suntrust Bank
    Ft Myers, FL
  • 06/2012 → Present
    Suntrust Investment Services,Inc
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
  • 2006-11-09 → 2007-05-11
    Charles Schwab & Co., Inc.
    Boston, MA
  • 2005-01-25 → 2006-10-13
    Signator Investors, Inc.
    Boston, MA
    Boston , MA
  • 2002-10-01 → 2004-12-10
    John Hancock Distributors Llc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-07
  • S66 Uniform Combined State Law Examination
    2000-08-07
Designations
Other Names
  • Mark E. Taylor
  • Mark Taylor
  • Mark E Taylor

View on SEC IAPD

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Other Offices

PORTFOLIO MEDICS, LLC · BONITA SPRINGS, FL
PELICAN WEALTH ADVISORS, LLC · BONITA SPRINGS, FL
PORTFOLIO MEDICS, LLC · Bonita Springs, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BONITA SPRINGS, FL
LPL FINANCIAL LLC · BONITA SPRINGS, FL
VENTURE VISIONARY PARTNERS LLC · Bonita Springs, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BONITA SPRINGS, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bonita Springs, FL

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